About AdvisorFlex

Print
PDF

About MIAGD

AdvisorFlex Websites is a service provided by Make It A Great Day, Inc.

Matt PetersonMake It A Great Day Incorporated is a boutique marketing and technology services provider dedicated to helping today's financial services firms, individuals, and institutional providers. We've been developing cutting edge solutions to help boost your image and productivity since 2004. As a creative design agency, we offer the tools you need to separate yourself from the competition, streamline your operations, and grow your business.

US Based

The Make It A Great Day, Inc. headquarters is located in beautiful Washougal, WA. Gateway to the Columbia Gorge and about 25 miles from Portland, OR. Our Data Center is strategically located in Lenexa Kansas. We are proud to serve all US based financial firms (from coast to coast).


What's Your Investment Strategy?

Over the years we've worked with many Passive DFAers, Tactical Asset Allocators and everything in between. We believe your website should be consistent with your strategy and philosophy.  For instance; a passive style advisor might not want a market snapshot graph on their website, while an active management advisor should.

Why Choose Us

While our professional design and custom development stands above most other industry products out there, it's our attention to each client's brand, productivity, and marketing objectives that truly separate us from our competition. We can also recommend industry services to help you improve your efficiencies along the way.

Superior Support

We've been told by clients that our support and turn around times are very good compared to other industry provides. We take great pride in taking care of your needs and questions. But don't just take our word for it. View our client testimonials.

Who We Serve

  • Financial Planners
  • Independent RIAs (SEC and State Registered)
  • Independent Broker Dealers
  • Institutional Service Providers
  • Accounting & Tax Service Firms
  • Insurance Brokers & Agencies
Print
PDF

Client Testimonials

Don't Just Take Our Word for It

Thank you to our clients below for taking the time to express your thoughts.
Ridgeview Financial Planning
"I recently thought I'd try to save a little money by choosing a competitor of AdvisorFlex websites when creating a website for my new business. It was a mistake. Within a few days I was pulling my hair out trying to set up my site with very little support and a user interface that was very clunky and hard to work with. I ended up ending that relationship and calling Matt for help. Within a few days my site was up and running and I was more confident with the level of support he provides. The admin site is very easy to use after watching a couple short videos. I was able to do the hard work of building out my website without having to fiddle around with the competitor's clunky admin site. Thanks Matt! You made it as easy as possible!"
Lodestar Financial Planning
"Thank you Matt. You have been a pleasure to work with. Your reputation and your company’s professionalism and excellence is well deserved. I will not keep you a SECRET to the Garrett Planning Network, NAPFA or the FPA. "
SC Financial Services, Inc.
"We have been clients of MIAGD for a number of years and have always enjoyed the prompt and professional service provided by Matt and his team. The exceptional quality of their service is equally matched by the product they produce. In a little over a week Matt and his team were able to take our old web site and migrate it to the latest Advisorflex platform with minimal intervention on our behalf. The new site is modernized, SEO optimized, and works fantastic with mobile devices of all shapes and sizes. Our thanks goes out to Matt and the MIAGD team for a job well done, on time, and on budget."
Weiss Financial Group
"This is great Matt! Thank you so much. I have been working with XYZ Company for the past few years and they don’ t even come close the tech sophistication, integration, and ease of use you offer (they also seem to have much larger staff!). Thank you for all your help in producing a great website for us. Even though the site is barely a day old we’ve already have tremendously positive feedback from a few clients."
Wealth Strategies Group, Inc.
"After six long months spent rebranding, we interviewed five different developers to find one who could recreate a pre-existing award-winning design. Matt was the clear choice from day one. No one else could come close to matching the look and feel of the original, and we had tens of thousands of dollars invested in rebranding and design. Beyond that, Matt even went as far as to help us refine the layout so that the site was intuitive and user-friendly. I can honestly say that we couldn’t be happier. If you’re looking for world-class service, superior technology and proactive support, look no further."
Financial Solutions Advisory Group, Inc.
"Working with Matt Peterson of Make It A Great Day (MIAGD) was a positive and refreshing experience. The process was cost effective, easy and efficient. The outcome was a customized and cutting-edge web site. MIAGD was a one stop shop—AdvisorFlex for the development of our web site, AdvisorCopy for the copywriting / editing and ShareFile for the creation of our client vault. Matt was a pleasure to work with, quarterbacked the process from start to finish and MIAGD continues to provide personalized and responsive support. If you 're in need of a new web site—it doesn't get any better than MIAGD."
FPC Investment Advisory, Inc.
"After a year of struggled attempts to create a website and thousands of dollars wasted, we found MIAGD! When working with AdvisorFlex & AdvisorCopy all the pieces of the puzzle came together. They accommodated my fears of going down another failed path and quickly became our trusted advisor on this project. The people at AdvisorFlex walked me and the team through every step of the website and were extremely responsive to any questions. If you are an advisor and need an online advocate, look no further."
Cascade Wealth Advisors, Inc.
"I have received a number of good responses to the website and I appreciate your help in the design and launch of Cascade Wealth."
Grecu Capital Management, Inc.
"I just wanted to thank you for the terrific job you did on our website. I've received several compliments about the look and feel of it. We could not be happier. As I meet other advisors, I will not hesitate to send them your way."
ATON Advisors, LLC
"Matt did an excellent job in the design and creation of our website. We are thrilled to have a site customized to our needs and business that reflects so positively on our firm. I cannot tell you how many clients, prospects and referral sources have complimented us on our site. I’m also very pleased with the ongoing responsiveness Matt provides. He is quick to respond and any updates are completed almost as quickly as we ask for them. There isn’t even a comparison between our old site and provider. I highly recommend Matt and MIAGD."
Ellis Wealth Advisors, LLC
"Matt Peterson and the people of MIAGD have exceeded our expectations and are a pleasure to deal with. Their customer service and responsiveness are amazing! I feel very confident recommending Matt and his team as they truly do a great job."
Strategic Equity Management, Inc.
"Not only did Matt vastly improve the look and feel of our company website, while enhancing viewer navigation. But he added custom functionality that fits nicely with our marketing and on-going customer service strategy. Our AdvisorFlex 2.0 Website allows us to 'control' our audience for compliance. So Industry Professionals, Investors, and Accredited Investors, can now gain access to SEM performance reports, our most recent newsletters, market updates, and program reports."
Willow Creek Financial Services, Inc.
"As one of the leading wealth management firms in the West it was important to us to have a highly customized Website for current and prospective clientele. Make It A Great Day, Inc. was diligent in working through the challenges in a timely manner and at a reasonable price. One of the best things about our on-going MIAGD experience is working with a real person. If we want to make a change or add content there is the flexibility of receiving do-it-yourself instruction or simply having MIAGD take care of it. Requests are answered promptly, but with patience and ingenuity. Thanks, Matt!"
Gebhart and Associates, Inc.
"Dear Matt: I just want to compliment you on all your hard work and diligence in producing our website. Your service was extraordinary! You had great creativity. You did everything you said you could do in the time frame you could do it in, and were extremely reasonable. We so appreciate all the time and effort you have taken with our firm to make our site compliant as far as the regulators are concerned, and very traditional and professional. We appreciate you maintaining our site on an ongoing basis!"
The McEnerney Group
"On behalf of my brother Kevin and sister Janet we are so proud of our new website………your patience and understanding of our unique requests went above and beyond our expectations. We thought long and hard before we engaged the services of MIAGD, and we are all thankful we had you as a partner in creating our image. As a side note, we have been working closely with our back office partner, Chris Crawford at Schwab Institutional. We forwarded to him the link to our website and our logo for personalization of the statements. Chris commented several times on how unique and creative your work was and asked for your contact info for future RIA’s. Thanks again for all you have done for the McEnerney’s and we look forward to a long relationship with MIAGD."
On Target Wealth Partners, LLC
"I consider my decision selecting Make It A Great Day, Inc. as my web designer and email provider as probably one of the best moves I have made during the start-up phase of my new firm! Matt is terrific to work with and delivered my web site exactly as I had dreamed. The design process is so efficient and an incredible value versus other alternatives. Matt's focus on the financial advisor niche also permits him to deliver such a competitive advantage. I give my highest possible recommendation of MIAGD and will definitely be back with Matt in the future to add more services. The feedback I have already received from clients and prospects is nothing short of amazing!"
Print
PDF

Development Process

This is an overview of our basic development process. Working with a 3rd party designer?  Awesome!  Check out this development process.

  • Contract Engagement

    Our Process

    Please contact us to get a quote on the services you have interest in. We are happy to answer all of your questions and concerns. We believe strongly in being upfront and honest with you right away, as it will strengthen our relationship down the road.

    Once you feel comfortable to move forward, simply fax back both pages of your quote/agreement. You will receive an invoice for the one-time development charges. Hosting fees will not begin until your website is 'live' at your domain.

  • Discovery Call

    Phone Support

    Once you're ready to roll, we need to schedule a discovery call. This call usually take about an hour. We will send you a 'Content Worksheet' prior to the call. If you are upgrading a website, the 'Content Worksheet' will contain your current content within a recommended navigational structure.

    During this call we will attempt to identify...

    • Your firm's objectives, investment philosophy, and target markets
    • Client Logins, BDs, Custodians, and strategic alliances
    • Navigational / Menu Structure
    • Logo, colors, design, and theme ideas

    You are welcome to give us 'creative control' and/or point out other websites you like.

  • Website Preview

    Our Process

    Usually within about 10 days, you'll receive a website preview.

    We'll send you the temporary development location (ie. http://yourcompany.advisorflex.com) with a username and password to log in.

  • Work Towards Approval

    Our Process

    Once you preview the website, you can send us a punch list of items you would like to see updated or we can schedule a call to review the site.

    After identifying and updating these tasks, we'll notify you to review the site again. We'll continue this process until you are pleased with the outcome.

  • Go 'Live' at Your Domain

    Our Process

    When you're ready we will make your new website 'live' at your domain. But that's not it.

    We will also...

    • Setup Google Analytics (stats)
    • Submit your XML Sitemap to Google, Yahoo!, and Bing
    • Submit your site to 140+ directories
    • Add meta-data Descriptions and Keywords
    • Add additional SEO Tricks (like 301 Redirects to your primary domain)
    • Establish your Website Hosting
  • Content Management Training

    Our Process

    We'll spend the time we need to get you and your staff trained on our content management platform. Additional resources like PDF Guides and Videos are also available.

    Ongoing Support

    When you need help, just let us know. Free consulting and training is available as needed. Updates to your website are also available at the rate of $60/hr.

Print
PDF

Data Center

Data CenterAdvisorFlex Websites are hosted on servers managed by 1&1 Internet, Inc.

We need to manage your domain DNS to host your website. Our servers have a 'dynamic IP' (not static) so they can be changed at any time. Simply let us know if you need any DNS updates (MX, A records, cnames). We realize many clients use 3rd party IT firms, so these tasks always take our highest priority.

IMPORTANT: We do NOT move your domain(s) to our server. So you, as the domain owner, should continue to renew your domain ('website address') with your chosen registrar. Usually GoDaddy, Network Solutions, Register.com or similar domain providers.

Superior security, connectivity and performance

The Lenexa data center (USA BASED)

This state-of-the-art green facility brings you power, connectivity and security unsurpassed in the industry.

55,000 square feet- 5 server rooms provide space for 40,000 servers

Excellent 30 Gbit connectivity and high redundant capacity, capable of routing thousands of Tbytes of traffic per month without any data jams

Superior energy capabilities of Kansas make it ideally suited to host data intensive operations

Additional steel-reinforced walls, fire protection via the combination of an early detection system + FE-25 system + double-interlock pre-action sprinkler system, backbone routers from two different vendors, redundant cooling systems and redundant UPS systems in addition to diesel generators ensure top-of-the-line security so that our servers will continue to operate regardless of external conditions.

Data Center 3D View

What makes AdvisorFlex data centers the best in the world?

Powered by advanced information storage technology, 1&1's state-of-the-art data centers keep your website running and your valuable information safe.

Reliability

At 1&1, even our fail-safes have fail-safes. Backup generators, multiple hard drives, dual routers, cooling systems and gel battery power banks give us real redundancy so our fleet of 40,000 high-end servers will continue to operate regardless of external conditions. In the event the grid is down, five huge 16-cylinder diesel generators supply constant, reliable power for all systems.

3 chiller plants with 2 high powered cooling units with 4 independent compressors provide up to 8.800KW of cooling to the data center. This is a 2+1 redundant system.

Security

24/7 monitoring by Internet specialists, 150+ permanently recording video cameras, safety locks and more ensure that only authorized personnel can enter 1&1 Data Centers – your data is always safe and secure.

Technology

Combining over 70,000 highly efficient web servers with the renowned performance of Foundry and Cisco routers in our data centers, 1&1 utilizes the best products from the world’s leading technology manufacturers and service providers to provide customers with 99.9% uptime. The infrastructure supporting 1&1’s technology is a system of state-of-the-art hardware and efficient software run in highly secure data centers across the US and Europe. 1&1’s Kansas data center, for example, is strategically located to ensure maximum uptime for customers due to equal latency for both coasts. 1&1’s strong relationships with paramount companies, including Parallels and Symantec, bring our customers the latest in virtual and security software.

GreenEnvironmentally Friendly

Powered by Green Energy: with Renewable Energy Certificates to match 100% of the energy consumed in our data center, 1&1 will help save 30,000 tons of CO2 emissions per year.

1&1 has partnered with the Bonneville Environmental Foundation (BEF) to offset 100% of the energy usage of our data center in Lenexa, Kansas by purchasing Renewable Energy Certificates (RECs). The majority of the RECs will be sourced from the Bowersock Mills and Power Company's hydroelectric facility in Lawrence, Kansas. This hydroelectric facility is certified low impact by the Low Impact Hydro Institute (LIHI).

1&1's renewable energy purchase for the facility is enough clean energy to power at least 300 U.S. homes for one year!

1&1 and BEF work in tandem with Green-e, the nation's leading voluntary certification program for renewable energy, to power our data center with clean, renewable energy. Green-e certifies renewable energy that meets environmental and consumer protection standards that it developed in conjunction with leading environmental, energy and policy organizations.

Print
PDF

Client Alliances

Alliance of Cambridge Advisors, Inc.

ACA is the only community of fee-only financial advisors focused on the holistic planning strategies that create true wealth for advisors and their clients. The ACA approach to holistic planning focuses on the major financial concerns of each client and how those issues interrelate. Financial advisors join ACA for the systems, training, and community support that help them build their ideal practices. Individuals seek the services of ACA members because they are highly qualified, ethical advisors who provide comprehensive, conflict-free services.

Broadridge Investor Communication Solutions, Inc. (Forefield)

Forefield is a sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant resource to their clients. Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations. Resources are continuously updated to reflect current legislation and industry trends and all are written to satisfy FINRA compliance requirements. All of our resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals.

eMoney 360Pro

eMoney 360Pro provides complete cash flow based planning for financial advisors. Easily create comprehensive plans that are up-to-date and delivered to your high net worth clients through a personal financial homepage. Additional features and functions unmatched in the industry can help you quickly gain the coveted position as your client's primary trusted advisor. eMoney 360 concentrates on specific financial analysis that is modular and goal based. Simply create independent and effective presentations to demonstrate client needs and cultivate opportunities. This dynamic tool will help clients set financial goals and monitor progress toward goals allowing you to become your client's primary financial advocate.

Fusion Advisor Wealth Portal

Fusion Advisor Wealth Portal makes you a better wealth manager. Why? Because this secure, web-based portal offers a real-time snapshot of all of your clients' assets: investment accounts, checking and savings accounts, real estate holdings, collections of art, cars, or jewelry, and more. Wealth Portal captures your clients' complete financial picture on one easy-to-navigate dashboard. You'll manage your accounts more efficiently, gain a competitive edge, and increase your earnings while increasing your clients' wealth.

Garrett Planning Network Inc.

The Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners. We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning. Our financial advisors bring the shared wisdom of a broad based network with significant experience in financial planning and investment management. Garrett members believe that everyone can benefit from professional and objective financial advice. It doesn't matter if that advice involves answering one question or helping to develop and manage a lifelong financial plan.

Impact Communications, Inc.

Want to expand your client base? Increase your assets under management? Shift your focus to a more targeted market niche? Are you wondering how to expand your referral network? Do you want to appear in the media as an expert in your field? These are important goals and they are all attainable with the right marketing strategy. We can help you create that strategy and guide you as you implement it. Quote:

At Impact Communications, our mission is to ensure that financial advisors achieve their goals. Since 1988, my team and I have worked with a select group of advisors and financial planners to improve their positioning, boost visibility and earn market share. We help our independent advisors to build strong public perceptions, because we know that eventually perception becomes reality. We help you to focus on your clients and their needs and to clearly identify the value you bring to them.

- Marie Swift, Founder

Money Guide Pro

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. At PIEtech, we develop financial planning software for financial advisors. Since we believe that everyone can benefit from professional financial advice, we don't try to replace the advisor with software. In fact, it's just the opposite. Our goal is to enhance the advisor's value by enhancing the value of the financial planning process for each client.

NetDocuments

NetDocuments offers organizations of all sizes a web-centric, SaaS (Software-as-a-Service) document, email and records management service, including extranet services. Documents can be easily and securely shared with clients and others, and documents are protected and backed up in redundant, world-class data centers to ensure built-in business continuity. Documents can also be backed up locally on your network using the NetDocuments Local Document Service. NetDocuments' feature-rich and unique service is designed for law firms, real estate and financial service firms, health care, corporate workgroups and small businesses of all types.

Orion Advisor Services, LLC

As a comprehensive back-office solution created by and for fee-based advisors, Orion's service bureau and portfolio management system is customizable to fit your RIA's business model and scalable to meet your growing needs. We handle tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing, allowing you to redirect efforts towards building client relationships and managing money. Our Internet-based system provides your staff with immediate access to client data, extends your firm's brand with a private-labeled web portal, and delivers powerful tools like a highly customizable reporting engine, built-in CRM and document imaging programs, and out-of-the-box integration with a number of financial planning applications.

Pershing Advisor Solutions LLC

Leverage the resources and expertise of Pershing Advisor Solutions LLC. We are dedicated to serving the needs of growth-minded registered investment advisors serving sophisticated clients. By working with Pershing Advisor Solutions, you can also benefit from the unique strength, global resources, and combined custody services of Pershing LLC and BNY Mellon. And, with no retail channel to distract us, we offer a highly customized approach, a deep understanding of your business, and a comprehensive range of institutional-quality global solutions to help meet your every need.

Schwab Advisor Services

At Schwab, we're focused on what matters most to advisors like you: serving your clients, running your businesses efficiently and growing for the future. How do we know what you need? Because we not only pioneered the industry, we serve nearly 7,000 RIAs—more than any other custodian in the business.

TD Ameritrade Institutional

As an independent advisor, you've broken from the pack. At TD Ameritrade Institutional, we don't think that means you have to walk alone. We're committed to providing you with technology, products and programs that can take your practice anywhere your ambitions lead.

TradePMR

TradePMR is a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. Our technology provides an integrated web based workstation enabling RIAs to run their practices more efficiently and effectively. TradePMR leverages its affiliate companies, TradePMR Bank and TradePMR Retirement, to offer RIAs and their clients fee based banking and 401k solutions.

Wealth Management Marketing

Wealth Management Marketing offers a full spectrum of marketing services for independent financial advisors. We collaborate with clients to develop effective marketing plans and provide the back office support required to implement the strategies. Our specialty is working with advisors to help grow their businesses by leveraging existing client and business partner relationships as well as using social media marketing strategies to develop new relationships.

Wendy J. Cook Communications

Wendy J. Cook Communications offers writing, editing, presentation and related services expressly for the fee-only, passive/DFA, Registered Investment Advisor firm community. By focusing on this niche, Wendy effectively helps these firms communicate their distinct messaging to clients, prospects, media and the general public using traditional and leading edge communication resources ranging from print to social media/Web and e-newsletter forums.

Simply Better Websites for Financial Advisors

Chart