During website development your site will be private from the public, so you will have to enter a username and password to view your site until it goes 'live' at your domain. We are happy to also create additional logins for compliance and/or marketing personnel. WE CAN ALSO CREATE A PDF OF SNAPSHOTS TO SUBMIT TO YOUR BD.
Content Version Archiving
Every time you make a change to a page on your website the previous version automatically gets archived. Prior versions can be viewed and restored within the content management platform of your AdvisorFlex Website.
For New Custom Sites / Wealth, Everest, Legend Templates
For Previous Custom Sites / Inspire, Integrity, Growth Templates
Manual Backup Engine
Administrators can manually backup all website files and download the .zip files to your local computer at any time. Most clients schedule this each quarter.
Author permissions can be created for advisors that need content approved prior to publishing.