Peak Advisor Alliance provides assistance to financial advisors under the leadership of Carson Wealth Management. This team of advisors needed a resource to better educate, inform and interact with their clients.

While the front-end website design is clean, professional and functional, the impressive and intricate work exists in the password protected area for advisors. Peak Advisor Alliance’s website is equipped with a custom content management system that manages users, video files, audio files, documents and website content. Peak also uses blogs and other forms of social media to keep their advisors updated. Each advisor has their own account through which they can track the videos they’ve watch, the articles they’ve read and keep in close contact with their coach on the Peak team.

Peak is continuing to add functionality and features onto their site, which is a true benefit of having a custom system built content management system built specifically for their needs.