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Simple, Secure Client Portals | AdvisorFeed

Darr; Skip to Main Content. Simple, Secure Client Portals. Elegant Design and Extreme Ease-of-Use. Give your clients access to their reports in a way that they might actually enjoy. Create a client account, upload a report and invite a client in seconds. Clients just set up their password and they are in. You and other members of the firm can easily review, delete and add documents any time. All application traffic is encrypted using 128 bit SSL (https) with stored passwords hashed for extra security.

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Darr; Skip to Main Content. Simple, Secure Client Portals. Elegant Design and Extreme Ease-of-Use. Give your clients access to their reports in a way that they might actually enjoy. Create a client account, upload a report and invite a client in seconds. Clients just set up their password and they are in. You and other members of the firm can easily review, delete and add documents any time. All application traffic is encrypted using 128 bit SSL (https) with stored passwords hashed for extra security.

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Simple, Secure Client Portals | AdvisorFeed | advisorfeed.com Reviews

https://advisorfeed.com

Darr; Skip to Main Content. Simple, Secure Client Portals. Elegant Design and Extreme Ease-of-Use. Give your clients access to their reports in a way that they might actually enjoy. Create a client account, upload a report and invite a client in seconds. Clients just set up their password and they are in. You and other members of the firm can easily review, delete and add documents any time. All application traffic is encrypted using 128 bit SSL (https) with stored passwords hashed for extra security.

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Privacy | Simple, Secure Client Portals | AdvisorFeed

http://www.advisorfeed.com/about-advisorfeed/privacy

Darr; Skip to Main Content. Effective: May 2, 2014. Thanks for using AdvisorFEED. Here we describe how we collect, use and handle your information when you use our websites, software and services (“Services”). We collect and use the following information to provide, improve and protect our Services:. Usage We collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before com...

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How It Works | Simple, Secure Client Portals | AdvisorFeed

http://www.advisorfeed.com/how-it-works

Darr; Skip to Main Content. AdvisorFEED is designed to make delivering reports to clients easy for both the advisor and client. The portal can be easily customized to meet your brand requirements. The process starts with simply adding the client’s information to their system to create their portal. Only three required fields. The client now has their own private portal. To add a report, you simply enter the title, description and select the report file. The client creates their password.

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About | Simple, Secure Client Portals | AdvisorFeed

http://www.advisorfeed.com/about-advisorfeed

Darr; Skip to Main Content. AdvisorFEED is a product developed by Revenue Architects. Revenue Architects provides growth services for Financial Advisors. Revenue Architects helps deliver integrated marketing and sales programs:. Defining differentiation and identify and prioritize initiatives based on the unique focus and positioning of each advisor client. Integrating the brand and an revenue system including websites and marketing technology, focusing on introducing the right solutions at the right time.

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Terms of Service | Simple, Secure Client Portals | AdvisorFeed

http://www.advisorfeed.com/about-advisorfeed/terms-of-service

Darr; Skip to Main Content. Effective: July 8, 2014. Thanks for using the AdvisorFEED Client Portal. These terms of service (“Terms”) cover your use and access to the services (“Services”) provided by Revenue Architects, LLC (RA). Our Privacy page. Explains how we collect and use your information. Our Services are not intended for and may not be used by people under the age of 13. By using our Services, you are representing to us that you’re over 13. Services “AS IS”. Opt-out of Agreement to Arbitrate&#4...

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Simple, Secure Client Portals | AdvisorFeed

Darr; Skip to Main Content. Simple, Secure Client Portals. Elegant Design and Extreme Ease-of-Use. Give your clients access to their reports in a way that they might actually enjoy. Create a client account, upload a report and invite a client in seconds. Clients just set up their password and they are in. You and other members of the firm can easily review, delete and add documents any time. All application traffic is encrypted using 128 bit SSL (https) with stored passwords hashed for extra security.

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