Website Packages

Investor websites require timely input. Our customized Administrative Control Panel, Admin Quick Links, (AQL) enables you to update all of your information quickly and effectively without any technical expertise required. The AQL Icons below delineate the sections and describe their uses.

Glossary of Website Terms & Features

Website Pages


Administrative Pages

  • Admin Control Panel
    Update the website content yourself after our project manager’s walk-through tutorials
  • Investor Approvals System
    Get email notification when an investor registers with you. Choose which investors to approve.
  • InvestorTrac
    Track which of your investors has logged into the site, pageviews and stats.

Design Services


Website Pages


Administrative Pages

  • Admin Control Panel
    Update the website content yourself after our project manager’s walk-through tutorials
  • Investor Approvals System
    Get email notification when an investor registers with you. Choose which investors to approve.
  • InvestorTrac
    Track which of your investors has logged into the site, pageviews and stats.

Design Services


Website Pages


Premium Extras

  • Pages Module
    Add, edit & delete website pages easily through the Admin Control Panel.
  • Investor Statements Module
    Upload individual investor statements so that they are able to view their NAV online.
  • Automatic PDF (snapshot) Generation
  • PowerPoint Presentation template

Administrative Pages

  • Admin Control Panel
    Update the website content yourself after our project manager’s walk-through tutorials
  • Investor Approvals System
    Get email notification when an investor registers with you. Choose which investors to approve.
  • InvestorTrac
    Track which of your investors has logged into the site, pageviews and stats.