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By Mary Thibault Company

Introducing Providence V2 for Compliance Teams and Broker-Dealers

5 minute read
Introducing Providence V2 for Compliance Teams and Broker-Dealers Featured Image

Bridging the Gap Between Compliance Teams and Financial Advisors.

Just three weeks ago, we introduced Providence V2, a platform built specifically for Broker-Dealers and compliance teams to make the work between compliance and financial advisors more seamless. As an extension of the Twenty Over Ten platform, advisors can create custom, tailored websites with built-in, one-click compliance features to ensure all changes are reviewed and approved.

We’ve worked closely with Broker-Dealers and compliance groups to determine what processes and tools are necessary to seamlessly review, communicate, and approve changes for their respective financial advisors. We’ve also iterated on our product and added extra features that make it the best website and marketing review tool out there for compliance teams and the advisors they serve. With Providence, the process of building your team, reviewing content, and communicating with others throughout the compliance process is easier than ever.

Build Your Team

Work individually or as a team. Create unlimited officer accounts and optionally assign advisors to streamline your workflow.

Review With Confidence

You’ll have access to a private website URL, print-friendly documentation, as well as a robust compare tool to identify changes. All websites updates must be approved in order to publish.

Communicate Clearly

Talk directly with advisors via live chat, send attachments or URLs, view archive history, and get notified of new changes & messages. All chats are also archived.

How will this benefit advisors at your Broker-Dealer?

Advisors are demanding to be able to market themselves effectively, without using template-based website design where everyone looks the same. With Twenty Over Ten, your advisors will stand out, as each website is tailored to the advisors’ unique brand. Each has the option to build a website themselves or work with our team of expert designers to create a tailored website that best fits their goals and objectives.

Learn more about the benefits of Twenty Over Ten for advisors

Free SSL Certificates

Advisors can easily secure visitors’ connections to their website and boost their ranking in Google search results through our free, automatic SSL certificates. We take care of all the details and provide the certificates at no additional cost.

Expanded Blogging Capabilities

Advisors can create, edit and share updates through our website editor. Easily publish (with compliance approval) new blog posts or store them as drafts to post at a later date. Advisors can create multiple blogs in a single website, update and categorize posts for searchability, and control social sharing capabilities.

Unlimited Landing Pages

Users are able to create unlimited landing pages that can be customized to niche markets, enhance lead generation, or further engage current clients.

New SEO Tools

All Twenty Over Ten websites meet the highest w3 standards and are completely mobile-responsive. New SEO Tools include meta-data for all pages (blog posts included), customizable URLs for pages and posts, image alt tags, and more.

New Inline-Editor

The Twenty Over Ten platform features the most modern in-page editor further simplifying content management for all users.

Unlimited Customer Support

Between our robust Support platform and attentive team of agents, advisors (and compliance teams) receive white-glove service every step of the way at no extra cost.

Need Help Boosting Your Brand, But Don’t Know Where to Start?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here


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