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I consider my decision selecting Make It A Great Day, Inc. as my web designer and email provider as probably one of the best moves I have made during the start-up phase of my new firm! Matt is terrific to work with and delivered my web site exactly as I had dreamed. The design process is so efficient and an incredible value versus other alternatives. Matt's focus on the financial advisor niche also permits him to deliver such a competitive advantage. I give my highest possible recommendation of MIAGD and will definitely be back with Matt in the future to add more services. The feedback I have already received from clients and prospects is nothing short of amazing!

MIAGD Services:  AdvisorFlex™ 2.0 Website & Client Portal access to external service providers, designed to make investors feel like they never leave the OTWP website. OTWP also uses AdvisorEmail™.


Gregory E. Schiffli
Principal

On Target Wealth Partners, LLC
Greenwood, IN
www.OnTargetWealth.com

 


 

As a turnkey asset management program with a national presence it was critical for us to develop a website that conveyed our image in a compelling and highly professional way. We considered a number of potential options but ultimately chose Make It A Great Day, Inc. for three key reasons. The first was that they understood our vision and were willing to work with us to develop a custom solution to fit our needs. The second was their ability to integrate with other technology providers so we could offer access to a variety of tools and resources through our site in a user friendly and transparent way. Finally, MIAGD offered all of this at a very competitive price. Matt Peterson and Make It A Great Day, Inc. have delivered everything they promised and more with outstanding service and support throughout the process. I would recommend MIAGD to any organization looking to develop or expand their presence on the web.

MIAGD Services:  AdvisorFlex™ 2.0 Website, Flash Homepage, and a custom Client Portal with Single Sign On (SSO) access to BridgePortfolio Services, so their advisors can access all their client reports from inside the TEG website (without having to login again somewhere else). TEG also uses MIAGD for "as needed" graphical design services at a flat hourly rate. AdvisorEmail™ hosting and archiving gives TEG the communication power and piece of mind they need.


Jeff Olsen
National Sales Manager

The Elements Financial Group, LLC
Costa Mesa, CA
www.ElementsFinancialGroup.com

 


 

By making MIAGD my creative agency of choice, my life has become simpler. By having all my marketing needs, from website to window and door signs, created all under one roof, there is a consistency of brand with everything I do. MIAGD not only provides an extremely high level of service, but the quality of their products and their pricing help the smaller advisory firm easily compete with the big firms.

MIAGD Services:  AdvisorFlex™ 1.0 Website with "as needed" graphical design services at a flat hourly rate.


Janet Tyler Johnson, CFP®
President

JATAJ Wealth Management
Blanchardville, WI
www.JATAJ.com | See Collateral

 

 

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