1. New & Improved Emailed Newsletters

2. New Website Administration Page

3. New "Print This Page" Button Added to the Newsletter

4. New Online Email Program

5. New Private Online Calendar

6. New Online Task Manager

7. New Memo Manager

New & Improved Emailed Newsletters
You look even more professional with the new emailed newsletter we send to your clients and prospects each month.

The emailed newsletters look a lot better and are easy to read. Your clients can now go directly to the article they want to read and directly access the financial tools on your site.

Please take a look at a sample of the New Emailed Newsletter Format.

 
New Website Administration Page
You can now access your email, website control panel, email marketing system, secure file transfer administration page, private online calendar, task manager, memo manager, help instructions, and website traffic statistics all from one convenient location.

You access your hidden Website Administration Page the same as before... by clicking on the picture on the top of your "Contact Us" page.

All the sensitive information requires password access. If you need a password, please email or call us.

Please take a look at the New Website Administration Page. To add it to your site all you need to do is login to the Site Manager and click on the "Publish" button. This will automatically add the "Print This Page" function to your newsletter as well.

 
New "Print This Page" Button Added to the Newsletter
Your clients can now easily print a perfectly formatted version of your monthly newsletter to take home and read at their leisure.

Please take a look at this new "Print This Page" function. Adding it to your website is easy. All you need to do is login to the Site Manager and click on the "Publish" button. want to add it to your site. This will automatically add the new website administration page to your site as well.

 
New Online Email Program
We've upgraded the online email program that allows you to easily check, reply, forward and send new emails when you're away from the office. The new system is called "Horde" and it includes the new private online calendar, task manager, and memo manager.

You can access "Horde" email, calendar, task and memo manager by logging into your online email from your new hidden Website Administration Page.

"Horde" keeps your email on the server. When you get back to the office all your incoming email will automatically download into your email program so you can store all your emails in one place. Copies of the email you send are stored on the server and do not download into your email program. 

The new "Horde" email, calendar, task and memo manager are already installed for you.

 
New Private Online Calendar
Horde's private online calendar allows you to keep track of your appointments and repeating events from the office and home. You can print your calendar and import your calendar data from MS Outlook.

Please take a look at these sample screenshots to see the full functionality of the Online Calendar.

 
New Online Task Manager
Horde's Task Manager allows you to manage tasks by category, due date, and priority. It's a great reminder system to help you stay on top of all the tasks you need to do.

 
New Online Memo Manager
Horde's Memo Manager allows you to organize all your notes in one convenient location. It's a great way to organize all those note you have lying around your desk.