Website Theme Upgrade - Project Stages

Stage 1

Service Request

Complete
Online Service Request

Stage 2

Theme & Colors

Select a website theme
and color scheme

Stage 3

Website Build

AdvisorNet builds website
& e-newsletter

Stage 4

Advisor Review

Advisor reviews and approves
draft website

Stage 5

Compliance Review

Website review
(If applicable)

Stage 6

Website Activation

Website goes LIVE
after approval received

 

Stage 4 - Advisor Review

The fourth stage of a Website Theme Upgrade project includes the following activities:

  1. Draft website sent to Financial Advisor for review
  2. Any necessary website revisions are submitted by Financial Advisor to AdvisorNet
  3. Revisions completed by AdvisorNet Support Team
  4. Draft website resubmitted to Financial Advisor for final review

Account owner is notified via email after the activities listed above have been completed.

 

Click Here to view Stage 5 activities