The Modern Website Platform for Valmark Member Offices
Pre-approved content, automatic Valmark updates, and a fully managed, compliance-ready experience.
You focus on clients. We handle the website.
Everything you need to succeed online
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
Modern infrastructure with 99.9% uptime, SSL encryption, and automatic backups. We handle the tech.
Your Brand, Your Domain
Full white-label experience. Your colors, logo, and custom domain—clients see your firm, not ours.
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 No outdated information. No compliance gaps.
Your content, working together
We combine what makes your firm unique with Valmark's compliance-approved resources to create a professional, worry-free website.
Your Brand
What makes you unique
Valmark Resources
Pre-approved content
Your MO Site
The perfect blend
The best part? When Valmark updates shared resources, your site updates automatically.
See how it all comes together
Simple, transparent pricing
No hidden fees. No surprises. Cancel anytime.
Standard
Everything you need to get started
Free setup
- Professional template design
- Your branding (colors, logo, domain)
- All standard pages included
- Custom dashboard for content editing
- SSL, hosting & maintenance
- Email support
Custom
Unique design tailored to your firm
$1,000 per custom page
- Everything in Standard
- Custom-designed pages
- Unique layouts and sections
- Custom imagery & graphics
- Advanced integrations
- Priority support
Built for the long haul
MO Framework isn't a one-and-done project. We're committed to keeping your site modern, secure, and aligned with Valmark for years to come.
Templates Updated
Designs evolve as Valmark branding changes
Tech Maintained
Hosting, CMS, security, and backups handled
Features Added
New capabilities based on advisor feedback
Compliance Current
Updates reflected within 24 hours of changes
Trusted by financial advisors nationwide
See why advisors choose Member Office Framework for their web presence.
"Finally, a website solution that understands financial services. The compliance-ready content saved us weeks of back-and-forth with legal."
"We went from no web presence to a professional site in under a week. Our clients constantly compliment how polished it looks."
Contact MO Framework
Have a question or want to learn more? We're here to help Valmark member offices evaluate the platform.
We typically respond within one business day.