Broker Check

Associated Financial Consultants & Investor Services Launches New Website

| July 11, 2018
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FORT LAUDERDALE ­– Associated Financial Consultants & Investor Services is proud to announce the launch of its new website and brand refresh. The redesign brings back the traditional Associated Financial Consultant & Investor Services logo for the independent financial services and employee benefits firm that launched in South Florida in 1972. The website can be viewed at www.AFC-AIS.com.

“When we went to the drawing board, months ago, with the Associated partners, we wanted to go with a modern look-and-feel but showcase our original roots. We take a tremendous amount of pride and respect in what this firm built itself on over 40 years ago,” said Evan Vladem, Financial Advisor at Associated.

“In this landscape, it’s extremely rare that an independent financial services and employee benefits firm has been able to play such a positive impact on so many people’s lives. Over the years, the firm has built an amazing reputation – and we wanted to cater to our loyal, longtime clients. We also recognize we are in a time of generational change. As a team, we are motivated to bring our longtime, positive impact on our clients and approach to many generations to come. In this day-and-age, we aim to bring that initial message across with our contemporary website,” said Vladem.

Associated’s website offers clients multiple portals to securely and conveniently view accounts online through the “LOGIN” dropdown menu. For the multiple service groups at the firm including wealth management and investment clients, employer sponsored retirement plan clients and group and employee benefit clients.

“Security and privacy of all of our client information is of utmost importance to the firm,” Marc Weiss, RHU, Partner and President of Associated Financial Consultants said. “Absolutely no client information will be hosted directly on our website. If individually requested, accounts can only be viewed through a link on our website and hosted only with our trusted third-party partners. Transactions can only be made to the account by contacting Associated directly.”

Wealth management clients can request a login to view their account from their assigned account executive. Once received, they can securely logon to view their account through the “Consolidated Report” link in the “Login” dropdown.

Employer sponsored retirement participants can securely login into their accounts by clicking the “Plan Participants” link in the “Login” dropdown and then clicking on the link to their provider and by using their private credentials.

A new addition to the website is also the blog and stock market ticker on pages within the website. The blog will bring both clients, family and friends updates from the world of wealth management, Associated news and beyond. The stock market ticker will track results from the S&P 500 (from the close of the day prior).

Helpful financial, retirement and group and employee benefit resources are also available directly on www.AFC-AIS.com.

Associated utilized its broker-dealers, Investacorp’s, compliance approved website partner, FMG Suites for the project.

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