The Modern Website Platform for Valmark Member Offices
Combine your firm's unique story with pre-approved Valmark content. Automatically synced, fully managed, always compliant.
You focus on clients. Your site just works.
Three layers, one website
Your Member Office Framework site combines three distinct content layers—each with its own purpose and owner—into a seamless, always-current experience.
The result? A professional website that stays current automatically—no manual updates, no compliance gaps, no technical headaches.
Powerful features, zero hassle
Built specifically for financial advisors who want professional results without the complexity.
Pre-Approved Content Library
Skip the compliance review cycle. Our content blocks are pre-vetted for financial services, so you can launch faster without the legal back-and-forth.
Integrated Document Hub
A centralized library for client resources, forms, and guides. Searchable, filterable, and always up-to-date.
- Client forms & applications
- Educational resources
- Auto-sync with Valmark
Dual-View Team Directory
Showcase your advisors front-and-center, with Valmark back-office support team integrated seamlessly.
Client-Ready Forms
Pre-qualification forms and essential paperwork your clients can access and complete directly from your site.
Enterprise-Grade Technology
Fast load times, daily backups stored forever, and built-in analytics to track what matters. We handle the tech. You see the results.
Your Brand, Your Way
Full design control with custom styles, layouts, themes, and typography. Your colors, logo, and domain. A site that looks and feels uniquely yours.
Your Custom Dashboard
Update team bios, manage documents, and edit content. All without touching code.
Valmark updates. Your site updates automatically.
When Valmark updates a PDF, revises a team bio, or changes service content, your site reflects it instantly. No manual updates. No compliance gaps.
Landing Page Templates
Ready-to-use templates for lead generation. Capture prospects with gated content, event signups, and consultation requests.
Ready to see your site?
How we compare
See why member offices choose a purpose-built solution over generic alternatives.
*DIY costs include your time, compliance fees, and maintenance
Simple, transparent pricing
No hidden fees. No surprises. Cancel anytime.
Standard
The whole package at one price
Free setup
- Professional site design
- Your branding (colors, logo, domain)
- All standard pages included
- Custom content dashboard
- SSL, hosting & maintenance
- Email support
Custom
PopularUnique design tailored to your firm
Free setup + $1,000 per custom page
- Everything in Standard
- Custom-designed pages
- Unique layouts and sections
- Custom imagery & graphics
- Advanced integrations
- Priority support
Enterprise
For complex requirements
Tailored to your needs
- Everything in Custom
- 1-on-1 training for your team
- Dedicated point of contact
- Custom integrations
- White-glove onboarding
- Quarterly reviews
Peace of mind, built in
Your subscription covers everything. No extras, no surprises.
No surprise bills
Maintenance, updates, and hosting included. No extra invoices.
No stale content
Valmark updates sync automatically. Your site is never out of date.
No tech headaches
We handle security, backups, and patches. You never touch code.
No vendor lock-in
No long-term contracts. Leave anytime with 30 days notice.
Common questions
Everything you need to know about getting started.
Most sites launch within 2-3 weeks. Custom sites with unique designs could take longer depending on complexity. We handle all the technical setup, you just provide your branding assets and content preferences.
You'll have access to a custom dashboard where you can update team bios, swap documents, and edit basic content anytime. For structural changes or new pages, just reach out and we'll handle it—that's included in your monthly subscription.
When Valmark updates approved content—like PDFs, disclosures, or service descriptions—those changes automatically flow to your site in minutes. No action needed on your part. Your site stays compliant without you lifting a finger.
Absolutely. We'll help you connect your current domain (like yourfirm.com) to your new Member Office Framework site. If you need a new domain, we can help with that too.
Everything to keep your site running: hosting, SSL certificates, security updates, backups, Valmark content syncing, and email support. There are no hidden fees for maintenance or basic updates.
No long-term commitment required. You can cancel anytime with 30 days notice. We believe in earning your business month after month.
No problem—your site can work alongside the tools you already use. We're designed to fit into your existing workflow, not replace it.
Every Member Office Framework site includes built-in analytics—page views, visitor trends, and conversion tracking—all accessible from your dashboard. No third-party tools or extra setup required.
Contact Member Office Framework
Have a question or want to learn more? We're here to help Valmark member offices evaluate the platform.
Send us a Message
Have a question? We're here to help.
Schedule a Demo
See the platform in action