Tailor to Your Organization and Brand
Branded Base Model
Quickest to launch. We provide your members with access to our standard AdvisorBox platform through a simple branded link on your website. Clean, professional, and immediately available.
Co-Branded
Fully customized experience. All content, articles, tools, and communications are written in the context of your network and your members. We can also adjust colors, fonts, and visual elements to align with your brand identity.
White-Labeled
Your platform, your brand. The entire experience — including the portal name, AI assistant name, and design belongs to your organization. Members see it as your platform, built exclusively for them, powered by AdvisorBox.
Three Ways to Deliver AdvisorBox
Branded Standard Model:
Quickest to launch. We provide your members with access to our standard AdvisorBox platform through a simple branded link on your website. Clean, professional, and immediately available.
Co-Branded:
Fully customized experience. All content, articles, tools, and communications are written in the context of your network and your members. We can also adjust colors, fonts, and visual elements to align with your brand identity.
White-Labeled:
Your platform, your brand. The entire experience — including the portal name, AI assistant name, design, and all communications — belongs to your organization. Members see it as your platform, built exclusively for them.
AdvisorBox Platform
Components
LoanBox Platform
Simple Onboarding Process
Once we begin a partnership, we make implementation straightforward:
Legal & Compliance
All agreements, disclosures, and policies.
Security & Access
Admin controls, member permissions, and reporting
Branding & Marketing
Logos, colors, fonts, content tone, and platform naming.
Strategy & Rollout
We work to know your goals, challenges, and vision.
Platform Configuration
Selection of Boxes and features (Marketplace, specific tools, etc.).
Training & Support
We train your admin and support your members best interest.
Ongoing Partnership & Support
Support is at the heart of everything we do. You’ll receive:
Updated content, and platform enhancements
Reports and visibility for your leadership team
Fast response times for your managers and members
Collaborative strategy sessions to continuously improve results
Whether you have an internal M&A or succession team (in which case our tools become a major force multiplier) or you prefer us to handle heavy lifting while you monitor progress, we adapt to your preferred level of involvement.