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 6 - Website Activation

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

  1. Project folder updated with copy of website compliance approval email from HO Compliance Dept.
  2. New website made LIVE for public viewing
  3. Financial advisor notified via email that their NEW website is LIVE

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