AdviceIQ v5 by Bill Shaw

Zaah Technologies 6 Dubon Court, Farmingdale, NY 11735 p. 1.631.873.2000 | f. 1.631.873.2050 www.Zaah.com

Advice-IQ.com CREATION DATE Wed Jul 07 2010 MODIFICATION DATE Thu Jul 29 2010 CREATOR Vladimir N. Ereshkin DESCRIPTION VERSION HISTORY 1.5

CONFIDENTIAL All Rights Reserved. This document contains proprietary and confidential information, which are the exclusive property of Zaah Technologies. Unauthorized use of this or any document, marked confidential is strictly prohibited. This document is for informational purposes only. Zaah Technologies, makes no warranties, expressed or implied.

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 2 of 28

0. Flow Diagram Home Page

About Company

3rd Party Site Compatible

For Financial Advisors

For Financial Firms

Purchase Service

Search Results

Editorial Details

Firm Profile

Editorials Search

Error

Payment Processor

Advisor Search (Filter)

Error

Submit Editorial

Advisor Profile

Thank You Order or Registration Confirmation Email

Forgot Password Email

Editorial Submission Email

Questionnaire

Authenticated Area

Dashboard

Firm Administrators Only

Users List

User Search/Filter

Error

Edit Firm Profile

Add/Edit User

Resend User Password/ Credentials Email

Error Firm RCR Order Confirmation Email

Order Firm Profile RCR

FA Profiles List

FA Profile Search/Filter

Error

Add/Edit FA Profiles

Order FA Profile RCR

Error

Settings

Orders Search/Filter

Orders

Orders Details

FA RCR Order Confirmation Email

Corrections Submission Email

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 3 of 28

1. Home Page

1 Professionals Login

Advice-IQ

For Financial Advisors

Find Advisor

Enter Zip or Firm Name

For Financial Firms

On user click open small overlay window which shall allow user to log in to his/her account from any page.

Allow user to search for advisor using zip code or/and firm name. Entered string shall be analyzed for: - numeric values, if 5 subsequent digits entered treat that value as a zip - separate this value from the rest of the string - alpha values, if no zip pattern identified treat entered value as firm name - if both zip and alpha values identified split it and use both values in two separate filters.

News bar to render general news and market news side by side, editorials to be shown in the news bar to be managed in site administration. One editorial per line, If editorial title exceeds "..." it. On user editorial title click take user to article details page. Show 3 editorial titles at the time and allow user to scroll through list of the articles using up/down arrows, general and market news to be scrollable independently and maximum of 20 editorials for each collection. Criteria to build a) top news: publishing date (sort order latest first); b) market updates: predefined market related category(ies), publishing date (sort order latest first), exclude editorials already listed in News collection.

User shall be able to click anywhere on the panel to be taken to the section landing page. Links at the bottom of the panel shall take user to corresponding landing pages or order page.

Show top 5 editorials related to topic for the above panel (e.g. below Financial Advisors panel show related articles to financial advisors). Criteria to build top 5 editorials (in order of priority): flagged in administration, popularity, publishing date. First editorial to include article summary (first 250 characters) and image, if available, and on user editorial title click take user to article details page.

3 News

Market Updates

- Stocks Hold Gains on Lower Jobless suscipit lobortis in dignissim, conse commodo... - Freddie: 30-year fixed-rate mortgage enim, volutpat aliquip delenit velit... - Jobless claims fall 21000 to 454000...

For Financial Advisors

- Ut, suscipit lobortis in sed dignissim, nisl vel nulla ad conse commodo... - Commodo praesent at vel, enim, volutpat aliquip delenit velit, nibh... - volutpat aliquip delenit velit, nibh...

For Financial Firms

Marketing copy...nisl luptatum in diam blandit luptatum lobortis ipsum et illum duis zzril.

Feugait ullamcorper dolore vulputate ea, suscipit eum duis delenit. Iriure nostrud qui vulputate ut aliquip at, consectetuer ut, volutpat, molestie autem ut sit lorem te illum suscipit.

Vel ea hendrerit molestie, accumsan zzril, iusto facilisis, eu tation odio iriure minim et elit nostrud dolore, te. Ex illum dignissim, ut blandit consequat ex blandit praesent hendrerit nostrud in nonummy suscipit facilisi.

Open an Account icon

Call to action 2

Call to action 3

Section title Register Now for Upcoming San Diego Conference

What Clients Seek More?

Magna luptatum ut veniam consequat in autem nisl ullamcorper sit, vel aliquam facilisis duis vero. Nibh molestie consequat minim tation eum sed dolor augue. Minim, dolor dolor, wisi et facilisi, et adipiscing illum eu iusto praesent enim euismod consectetuer, feugait duis in. Nulla eros, iriure ad qui nonummy aliquip facilisis qui delenit quis dolore diam nulla dolore. Blandit, tation iusto hendrerit accumsan tation esse consequat ut velit te dignissim eu tincidunt eros.

• Article name 0002 • Article name 0003 • Article name 0004 • Article name 0005 • More

Home

For Financial Advisors

For Financial Firms

• Article name 0002 • Article name 0003 • Article name 0004 • Article name 0005 • More

About Company

Submit Editorial Content

RSS

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 4 of 28

2. For Investors | FA Search Results Professionals Login

Advice-IQ

Find Advisor

For Financial Advisors

Enter Zip or Firm Name

- no search string, by default show drop down where user can select filter criteria and dependent on the value selected render corresponding text and additional select/ input fields. in search results show message directing user to use filter to find advisors. - search string from single field search, analyze search string for zip and/or firm name and pre-create filters for firm name and zip one or both at a time (e.g. if user entered firm name and zip pre create filters one with top criteria firm name > contains > [firm name portion from search string] and one with top criteria location > is within 10 (auto increase to next value until max if no results generated) miles of > [zip portion from search string] zip) - individual filter behavior: on user filter add show top criteria drop down (e.g. location) > once user selects item show child criteria(s) (e.g. "is within" + distance drop down + "miles of" + input field + "zip"). - filter criteria options (each top criteria can be used multiple times): Location > "is within" > [5, 10, 25, 50, 100, 250] > "miles of" > input field (numerics only) > "zip" Firm name > [is, is not, contains, does not contain, starts with, ends with] > input field Advisor name > [is, is not, contains, does not contain, starts with, ends with] > input field Assets > [is more then, is less then, is equal to] > [$50K, $100K, $250K, $500K, $1M, $3M, $5M, $10M, $100M, $250M, $500M, $1B, $3B, $5B, $10B, $100B] Accounts > [is more then, is less then, is equal to] > [50, 100, 250, 500, 1000, 2500, 5K, 10K, 25K, 50K, 100K, 250K, 500K, 1M, 3M, 5M, 10M, 25M, 50M] Avg. Account Size > [is more then, is less then, is equal to] > [$50K, $100K, $250K, $500K, $1M, $3M, $5M, $10M] Services > [include, does not include] > [Mutual Funds, SMAs Alternatives,...] Account Minimum > [is more then, is less then, is equal to] > [$50K, $100K, $250K, $500K, $1M, $3M, $5M, $10M] Financial Advisors > [is more then, is less then, is equal to] > input field (numerics only)

On user click "Refresh Results" button generate FA found total and render the list of FA advisors that match filters criteria. List order (in order of priority): paid profiles, nonpaid profiles.

Allow user to add up to 5 filters, on user "Add another Filter" click add new row with top criteria select box and delete filter icon.

User shall be able to select up to 5 financial advisors to compare. On user "Compare" button click a) no advisors selected show prompt to select at least 2 FA profiles b) one advisor selected show prompt to select another FA profile c) 2 or more FA profiles selected take user to compare FA profiles page.

On user "Quick View" button or link click show overlay window with essential firm information. On user firm name (link) click take user to firm profile detail page.

On user "Quick View" button or link click show overlay window with essential FA profile information. On user financial advisor name (link) click take user to FA profile detail page.

Allow user to sort search results within paid and non-paid result sets separately. Sort by options: Firm Name (A-Z) (default) Firm Name (Z-A) Financial Advisor Name (A-Z) Financial Advisor Name (Z-A) Distance (nearest first)

Show top 5 editorials based on the following criteria (in order of priority): flagged in administration, popularity, publishing date.

User to be able to search editorials (broad search) within specific editorials category or all categories (default). Show popular searches as links that on user click to take user to the list of related articles.

For Financial Firms 8

Find an Advisor Firm Name Location Rating

1 Firmname

contains is within

Financial Advisors 2 found

miles of

is greater than

11111

zip

Add Another Filter

✓

Choosing Financial Advisor

0,000

3 Questions to Ask Your Financial Physical

Refresh Results

Magna luptatum ut veniam consequat in autem

Article name

3 4

icon

Luptatum ut veniam consequat in autem.

Sort by: Firm Name (A-Z)

Compare

Article name

Firm

Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

✓

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Contact

John Smith Sr. Financial Advisor

Firm name Position

Services

Financials

Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Firm name Position

Contact Info

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Firm name Position

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Prev 1

Home

Financial service name

For Financial Advisors

... 21 22

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

Article name Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Search Editorials Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Search for... Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

AD SPACE 180 x 150

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com fold

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

For Financial Firms

About Company

Submit Editorial Content

RSS

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 5 of 28

2.a. For Investors | FA Search Results | 3rd Party View Professionals Login

Advice-IQ

For Financial Advisors Find Advisor

Find an Advisor Firm Name Location Rating

is within

miles of

is greater than

11111

zip

Add Another Filter

Enter Zip or Firm Name

For Financial Firms 1 icon

Financial Advisors found

Firmname

contains

Enter Zip or Firm Name

Find Advisor

Choosing Financial Advisor

0,000

3 Questions to Ask Your Financial Physical

Refresh Results

Magna luptatum ut veniam consequat in autem

Article name

✓

Luptatum ut veniam consequat in autem.

Sort by: Firm Name (A-Z)

Compare

Article name

Firm

Contact

Services

Financials

Contact Info

Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

John Smith Sr. Financial Advisor

Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name Position

Financial service name

✓

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name Position

Financial service name

✓

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Prev 1

Home

For Financial Advisors

... 21 22

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

Article name Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Search Editorials Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Search for... Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

AD SPACE 180 x 150

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

3rd Party Content

fold

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

For Financial Firms

About Company

Submit Editorial Content

RSS

When shown on 3rd party site only main content area to be rendered.

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 6 of 28

2.1.1. For Investors | FA Search Results | Quick View Professionals Login

Advice-IQ

For Financial Advisors

Find an Advisor Firm Name Location Rating

is within

miles of

is greater than

✓

Refresh Results

Budros, Ruhlin & Roe, Inc. Total Assets

Compare

Firm

icon

0,000

zip

Add Another Filter

✓

11111

Discretionary $969,751,493 Services Financials None-Discretionary $34,764,868

Contact View Firm Details

Budros, Ruhlin & Roe, Inc. John Smith 1801 Watermark Drive, Suit 300, Sr. Financial Advisor 1801 Watermark Drive, Columbus, OH 43215 - Address: 7088 Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Firm name Firm name Email: Send Email 0000 Streetname Avenue, Suit www.domain.com Position Website: 0000, Cityname, ST 00000-0000 Contacts: John Smith Joe Doe Firm name Firm name 0000 Streetname Avenue, Suit Position 0000, Cityname, ST 00000-0000

Mutual Funds SMAs TotalAlternatives

Additional Asset Information: Total AUM: Financial service name Assets: $00,000,000 Total: Accounts: 00,000 AUA: Avg. Account Size: $000,000 ETF/ETS AUM: Net AUM Remaining Securities: Financial service name

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Fee: % of AUM 0 commission: Hourly subscription: 000 Financial service name Assets: $00,000,000

AIQ Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 $1,004,516,361 Avg. Account Size: $000,000

CERTIFIED Firm name Position

Accounts: 00,000 Avg. Account Size: $000,000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Prev 1

Home

For Financial Advisors

... 21 22

About Company

Choosing Financial Advisor

3 Questions to Ask Your Financial Physical Magna luptatum ut veniam consequat in autem

Article name Luptatum ut veniam consequat in autem.

of Accounts Avg. Account Size Sort# by: Firm Name (A-Z) 4707 Contact Info 128

$206,023

Article name

$271,601

Luptatum ut veniam consequat in autem.

Phone:4835 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

$207,759

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Article name Luptatum ut veniam consequat in autem.

00,000,000,000 Article name 00,000,000,000 Luptatum ut veniam consequat in autem. 00,000,000,000 00,000,000,000 00,000,000,000 Search Editorials

Phone: 555-555-1212

Search for...

Services Offered: Fax: 555-555-1213 Email: N/APlanning Financial Website: www.domain.com Pension Consulting Wealth Management

Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

AD SPACE 180 x 150

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com fold

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

For Financial Firms

Enter Zip or Firm Name

For Financial Firms

Financial Advisors found

Firmname

contains

Find Advisor

Submit Editorial Content

RSS

Quick view overlay window to show essential firm information. User to be able to continue to firm profile details page by clicking on the firm name (link) or "View Firm Details" button/link.

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 7 of 28

2.1.2. For Investors | Firm Profile Professionals Login

Advice-IQ

For Financial Advisors

Enter Zip or Firm Name

Find Advisor

For Financial Firms

Provide user with the link back to search results (filters, sort order and other parameters to be preserved).

Allow user to share firm profile page on popular social sites plus provide user with ability to print and/or download firm profile page.

For user convenience propagate selection from search results page to side bar advanced search when possible, otherwise, show Find Advisor search panel with Advanced Search collapsed.

Where ever applicable, firm employees names to be linked to their profile pages so when clicked user is taken to FA profile details page.

Show submit corrections link on non paid firm profile detail pages. Link shall take user to form page where user to enter his/her credentials and information that needs to be corrected.

Show list of all financial advisors associated with the firm and provide user with sorting and filter tool. Filter tool shall refine list of FAs within the same panel. User to advance to FA profile details page by clicking on desired financial advisor name.

1 Back to Search Results

Budros, Ruhlin & Roe, Inc.

Velit, elit ullamcorper lobortis qui hendrerit zzril ut wisi et dolore qui, illum enim consequat, feugiat velit consequat iriure dolor wisi. Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm Contacts: John Smith Joe Doe

Find Advisor

Facebook

Summary: Vero dolore et blandit enim euismod consectetuer, te augue in veniam eros, eum ad veniam hendrerit aliquip magna qui delenit. Lorem consequat diam nulla dolore exerci, exerci iusto hendrerit accumsan tation esse commodo ut velit aliquip odio eu velit eros. Ut, suscipit lobortis in sed dignissim, nisl vel nulla ad consequat commodo praesent at vel, enim, volutpat aliquip delenit velit, nibh exerci delenit ut. Diam et ut vel suscipit, duis feugiat quis ad. Iusto, dolore nibh laoreet lobortis te commodo iriure dignissim magna wisi aliquip iriure ea, ullamcorper quis, nulla commodo ut, dolore ex, ut autem in luptatum ut. Duis consequat amet autem praesent dignissim autem, autem aliquam facilisis dolore vero dolor esse consequat eros tation nulla, sed ipsum.

Enter Zip Code or Firm Name

Twitter LinkedIn

Advanced Filters

ShareThis

Location

is within

Download

10 miles of 11111

Total Assets

# of Accounts

Avg. Account Size

Discretionary

$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

zip

Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000

Add Another Filter Search Close Advanced Search

Changes in Assets: Jim Carter Vice President

Jul 01, 2008 - Jul 01, 2010

Jane Doe VP of Marketing

$ (in Millions)

15 12 9 6 3

Q3, 2007

Q4, 2007

Q1, 2008

Q2, 2008

Q3, 2008

Q4, 2008

Q1, 2009

Q2, 2009

Q3, 2009

Q4, 2009

Q1, 2010

Q2, 2010

5 Submit corrections concerning information on this page

AIQ CERTIFIED

Firm Details: Ownership Detail Succeeding to existing RIA firm Main office Custodian 1 Custodian 2 # of BD Reps # of Advisory Reps # of Employees # of firms soliciting clients

Delenit in, diam quis luptatum lobortis ipsum et euismod augue diam esse ullamcorper duis ex vel odio dolore Private Residence esse ullamcorper duis vel odio dolore 000 000 0000 00

Fee:

Services Offered:

% of AUM commission:

Hourly subscription:

000

Financial Planning Pension Consulting Wealth Management

Types of Investments Offered: Mutual Funds CDs

Client Detail: Individual % HNW

Financial Advisors: Find Advisor

Home

6 Sort by

Enter Advisor's Name or Zip

Last Name (A-Z)

John Smith Financial Advisor Branch #000 Manhattan, NY

John Smith Sr. Financial Advisor Branch #000 Upper Manhattan, NY

Advisor Name Position Branch #000 Location, NY

For Financial Advisors

For Financial Firms

About Company

Submit Editorial Content

RSS

fold

WIDE SKY 160 x 600

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 8 of 28

2.1.2.a. For Investors | Firm Profile | 3rd Party View Professionals Login

Advice-IQ

For Financial Advisors

Enter Zip or Firm Name

Find Advisor

For Financial Firms 1

Find Advisor

Back to Search Results

Enter Zip or Firm Name

Budros, Ruhlin & Roe, Inc.

Find Advisor

Facebook

Enter Zip Code or Firm Name

Twitter LinkedIn

Advanced Filters

ShareThis

Location

is within

Download

10 miles of 11111

Total Assets

# of Accounts

Avg. Account Size

Discretionary

$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

zip

Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000

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Changes in Assets: Jim Carter Vice President

Jul 01, 2008 - Jul 01, 2010

Jane Doe VP of Marketing

$ (in Millions)

15 12 9 6 3

Q3, 2007

Q4, 2007

Q1, 2008

Q2, 2008

Q3, 2008

Q4, 2008

Q1, 2009

Q2, 2009

Q3, 2009

Q4, 2009

Q1, 2010

Q2, 2010

3rd Party Content Submit corrections concerning information on this page

AIQ CERTIFIED

Firm Details: Ownership Detail Succeeding to existing RIA firm Main office Custodian 1 Custodian 2 # of BD Reps # of Advisory Reps # of Employees # of firms soliciting clients

Delenit in, diam quis luptatum lobortis ipsum et euismod augue diam esse ullamcorper duis ex vel odio dolore Private Residence esse ullamcorper duis vel odio dolore 000 000 0000 00

Fee:

Services Offered:

% of AUM commission:

Hourly subscription:

000

Financial Planning Pension Consulting Wealth Management

Types of Investments Offered: Mutual Funds CDs

Client Detail: Individual % HNW

Financial Advisors: Find Advisor

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John Smith Financial Advisor Branch #000 Manhattan, NY

John Smith Sr. Financial Advisor Branch #000 Upper Manhattan, NY

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Provide user with the link back to search results (filters, sort order and other parameters to be preserved) or firm profile page in which case link copy to change accordingly.

On user "Get Directions" link click open overlay window with location identified on Google maps alongside with driving directions.

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John Smith | Budros, Ruhlin & Roe, Inc.

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Financial Advisor (Sec #: ABC0123456789 | CRD #: ABC0123456789)

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John Smith Financial Advisor Firmname, Branch #000 Columbus, OH Address: 1801 Watermark Drive, Suit 300, Columbus, OH 243215 7088 Get Directions Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm

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# of Accounts Under Management

Avg. Account Size

Discretionary

707

$206,023

None-Discretionary

128

$271,601

Total

835

$207,759

Licenses: S63 (License description) S5 (License description) S8 (License description)

Print Download

Passed

Companies sell for: Metlife Mass Mutual Guardian

WIDE SKY 160 x 600

Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

Aug-88 - Dec-93 Jan-94 - Sep-98

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Area of Expertise: Retirement College Funding Inheritance Estate

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Aug-99 - Present

Student Financial Advisors Registered Account Administrator

(Register/Purchase Service)

AIQ

CERTIFIED

Client Demographics:

Education

Assets fold College or Higher 50%

Criteria 000 50%

High School 13%

Criteria 000 13%

Criteria 000 12%

Criteria 000 25%

Financial Literacy Level

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Risk Tolerance Criteria 000 50%

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John Smith | Budros, Ruhlin & Roe, Inc.

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John Smith Financial Advisor Firmname, Branch #000 Columbus, OH Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Get Directions Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm

Avg. Account Size

Discretionary

707

$206,023

None-Discretionary

128

$271,601

Total

835

$207,759

Advanced Search

LinkedIn ShareThis Print Download

00/00/0000 00/00/0000 00/00/0000

Area of Expertise: Retirement College Funding Inheritance Estate

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Passed

Companies sell for: Metlife Mass Mutual Guardian

WIDE SKY 160 x 600

Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

Aug-88 - Dec-93

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Jan-94 - Sep-98 Aug-99 - Present

Student Financial Advisors Registered Account Administrator

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Client Demographics:

Education

Assets fold College or Higher 50%

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High School 13%

Criteria 000 13%

Criteria 000 12%

Criteria 000 25%

Financial Literacy Level

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Risk Tolerance Criteria 000 50%

Criteria 000 50%

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Financial Advisor Service Modify up to 10 profiles...esse commodo ut velit aliquip odio.

Financial FinancialFirm FirmService Service

Have an Authorization Code? Click here

Modify firm profile page and up to unlimited number of FA profiles...esse commodo ut velit aliquip odio.

Select services to suit your needs 1 Years:

Profiles: Price:

Enter Zip or Firm Name

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Sales Information

Lorem consequat diam nulla dolore exerci, exerci iusto hendrerit accumsan tation esse commodo ut velit aliquip odio eu velit eros. Velit aliquip odio eu velit eros. more

5,000

$0000.00

If you do not find the package that suits your needs, please contact us

OR Call 1.800.000.0000

Firm Information First Name:

Main Office

Last Name:

Address:

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Address 2: Enter complete legal firm name

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Is private residence?

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CVV2:

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Month

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Select State

[Product service title] - 5 profiles for 1 year

$0000.00

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$0000.00

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User shall be able to select from the list of provided values, years and # of profiles, which in turn will render final price for the services selected. Options for # of profiles (financial advisors): 25, 50, 75, 100, 250, 500, 1,000, 2,500, 5,000, 10,000, 25,000, 50,000, 100,000. Formula to calculate final price: price = profiles * years * (discount * years)

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Perform Authorization Code validation on field leave and provide corresponding message. Authorization Code validation: - Check if authorization code is valid. If no, show message in red "Invalid Authorization Code" - Determine associated firm name - Check if any profiles available. If all profiles already used, show message in red "No profiles available, contact your firm administrator to add more profiles to firm account" - All above passed, show message in green "Validated"

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Financial Advisor Service Modify up to 10 profiles...esse commodo ut velit aliquip odio.

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1 ABC0123456789

Validated

Enter Authorization Code that was given to you by your firm.

First Name*

Firstname

Last Name*

Lastname

User Name*

Username001

Email Address*

username@domain.com

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Financial Advisor Service

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3. Vero dolore et blandit enim euismod consectetuer, te augue in veniam eros, eum ad veniam hendrerit aliquip magna qui delenit. Lorem consequat diam nulla dolore exerci, exerci iusto hendrerit accumsan tation esse commodo ut velit aliquip odio eu velit eros.

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[Questionnaire Section Title] Progress...

First Name

John

Regulator

FINRA - Representative CRD

Middle Name

Regulator Number

ABC0123456789

Last Name

Smith

Firm Name

Firmname

Select each designation you have: AAMS (Accredited Asset Management Specialist)

Delete

AFC (Accredited Financial Counsler)

Delete

Select designation

Add Designation

Enter your employment history:

Firm

Position

Date Range

to Add another position

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Financial Advisor at National Brokerage Firm Independent Registered Investment Advisor Financial Advisor at a Regional Brokerage Firm Financial Advisor at an Independent Brokerage Firm Insurance Advisor Financial Advisor at a Bank Brokerage Trust Officer

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In case form validation produced error, highlight field that triggered an error in red and show error icon which on mouse over shall show tool tip with more detailed error message. (Use this error format on all forms)

For Financial Firms

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Firm Profile FA Profiles Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

Navigation items for a) Firm Administrator: Dashboard, Settings, Users, Firm Profile, FA Profiles, Orders; b) Financial Advisor: Dashboard, Settings, FA Profiles, Orders. Account Info is to be visible to both user types yet "Renew" (only show 30 days before expiration) and "Add Profiles" link shall only be visible to Firm Administrators and would take user to cart page with all information prefilled from original order. If user selected to add more profiles on the cart page show years selectors disabled so user cannot change it. On user # of profiles change, current # of profiles shall be lowest lowest available quantity in drop down) update price to be calculated as new price - original paid price (e.g. user previously purchased 100 profiles for x dollars and increases profiles to 250 that costs y as a result price = y - x)

For security purposes show date/time and ip information for the last log in.

Authorization Code shall not change upon renewal or profiles increase upgrade, though, per user request AIQ can update Authorization Code. Additionally, show number of used and remaining profiles.

Below each section button show essential information: Settings - last updated date/time, Users - active and pending users (number is a link that shall take user to users list page with only active or pending users shown respectively), Firm Profile - last updated date/time, FA Profiles - number of profiles update (number is a link that shall take user to profiles list with only profiles modified in the last 30 days sorted by date latest first), Orders number of recently placed orders (number is a link that shall take user to orders list with only orders placed in the last 30 days sorted by date latest first)

In case user has selected to "Finish Later" questionnaire show remainder to finish questionnaire and link to resume questionnaire or if new profile has been assigned to the user show link to start questionnaire for corresponding profile.

a) Administrators - show all recently reviewed profiles in the last 30 days; b) Advisors - show only recently reviewed profiles associated with advisor profile in the last 30 days.

Notifications section shall contain messages and short cut links as neccessery such as: - Firm profile update - FA profile updates - link to profiles list showing only modified profiles - RCR orders placed - link to orders list showing only placed orders - FA profiles reviewed - link to profiles list showing only reviewed profiles - Renew or add profiles messages - Expiration notifiactions

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Budros, Ruhlin & Roe, Inc.

Settings Users

1 2

1 Dashboard

Find Advisor

Update

Manage

Update

Manage

View

Settings

Users

Firm Profile

FA Profiles

Orders

Last updated on 00/00/0000 00:00 am

Active Users: 0,000 Pending Users: 000

Last updated on 00/00/0000 00:00 am

Recent Profile Updates: 000

Recent Orders: 000

Complete questionary for [Profile name] Resume [Profile name2] Start 6

FA Profiles recently reviewed Full Name

Date

Firstname Lastname

00/00/0000

Firstname Lastname

Notifications Firm profile has been updated on 00/00/0000

View

12 FA profiles have been modified. Review changes

00/00/0000

View

Notification description

Firstname Lastname

00/00/0000

View

Notification description

Firstname Lastname

00/00/0000

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Notification description

Firstname Lastname

00/00/0000

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Notification description

Firstname Lastname

00/00/0000

View

Notification description

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00/00/0000

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Notification description

Firstname Lastname

00/00/0000

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Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Settings

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Users Firm Profile

Joe Logout Enter ZipDoe or Firm| Name

1 Save

« Back to Dashboard

Cancel

FA Profiles Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

First Name*

Firstname

Last Name*

Lastname

User Name*

Username001

Email Address*

username@domain.com

Password*

**********

Save

* - Required Fields

Available

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5.3. Admin | Users Professionals Login

Advice-IQ Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Users

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70 1

Users All

Firm Profile Create New User

✓

Search options: - All (default) - User Name - First Name - Last Name - Email

On user "Show All" link clear search results and reset search settings to default values.

On user "Show All Pending Users" button refine results in the list to only users with pending statuses.

View/Edit

"View/Edit" button to be disabled if no check boxes selected or more then one check box is selected.

"Resend Password" and "Delete" buttons to be disabled if no check boxes selected. On user click prompt to confirm action.

Show how many profiles are associated with user, if above 0 provide link that would take user to FA profiles list with only associated profiles shown.

2 Search

FA Profiles

Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

Joe Logout Enter ZipDoe or Firm| Name

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Orders

Find Advisor

Show All

Show All Pending Users

5 Resend Password

« First ‹ Prev

Delete

31 - 60 of 64 Next › Last »

User Name

Full Name

UserName01

Firstname Lastname

username@domain.com

Active

View/Edit

UserName02

Firstname Lastname

username@domain.com

InActive

View/Edit

UserName03

Firstname Lastname

username@domain.com

Pending

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

UserName00

Firstname Lastname

username@domain.com

Active

View/Edit

Create New User

Home

View/Edit

For Financial Advisors

Resend Password

For Financial Firms

Status

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Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 23 of 28

5.3.a. Admin | Users | Add/Edit User Professionals Login

Advice-IQ

Find Advisor

Joe Logout Enter ZipDoe or Firm| Name

On user "Generate Password" click automatically generate new random password. User shall also be able to enter new password manually.

On user "Resend password" button click email password to corresponding user's email address. In case user has modified email address and/or password disable "Resend Password" button and on user mouse over show toll tip informing user that changes have to be saved prior to resending password.

User shall be able to add multiple FA Profiles to be managed by user, only on user can manage FA profile. To add profile, user to enter advisor name or CRD which will trigger suggestion box that will render list profiles (suggest feature to only search within profiles associated with the firm).

Allow administrator to give admin rights to another user (unchecked by default for all users except account creator). Multiple administrators to be supported.

Allow user to set active or inactive status for the user. When user account set to inactive and user attempts to log in to his account show message stating that account has been deactivated and to contact firm administrator.

Allow user to send account details to user's email address (checked by default). If checked information will be send on user "Save" button click.

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Users > User Details

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Users Firm Profile

Save

Delete

« Back to Users

Cancel

FA Profiles Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

First Name*

Firstname

Last Name*

Lastname

* - Required Fields

User Name*

Username 001

Email Address*

username@domain.com

Password*

**********

Profiles(s)*

John Smith (CRD #: ABC0123456789)

Available

1 Generate Password

Delete

Add FA Profile

Entering advisor name or CRD ✓

Resend Password

Delete

Joe Doe (CRD #: ABC0123456789)

Access Level*

4 Administrator Access

5 Active

Status*

Inactive 6

✓

Save

Delete

Send Account Credentials to the User

« Back to Users

Cancel

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Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 24 of 28

5.4. Admin | Edit Firm Profile Professionals Login

Advice-IQ Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Firm Profile

Profile information to be broken down into sections that user can access using tabs.

User shall be able to purchase RCR service for current profile. If user made any modifications to the profile information prompt user to save changes before RCR service can be purchased. On user "Purchase RCR" link click open overlay window with description of the service to be purchased and the price. Once user confirms purchase automatically create order with "In Review" order status.

On user "Preview" button click open preview window show entered information as will appear on the site.

Keep track of all changes to the profile and allow user to revert the changes in which case it's recorded in changes history as new change.

General

Assets

Firm Details

Services/Fees

Last Regulatory Compliance Review on 00/00/0000 (Purchase RCR)

FA Profiles

Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Users

Orders

Joe Logout Enter ZipDoe or Firm| Name

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Firm Profile

Find Advisor

Firm Full Legal Name*

Burdros, Ruhlin & Roe, Inc.

Sec File Number

ABC0123456789

CRD Number*

ABC0123456789

Company Message

Summary goes here...

* - Required Fields

Change Firm Logo C:\Localfolder\filename.

Upload

150 Summary

Browse

Delete

Summary goes here...

500 Address* Address 2 City/Town* Select State

State* Zip*

â&#x153;&#x201C; Yes

Private residence Phone* Fax* Email*

fold

Website URL* Yes

Work Days M-F?*

Other Working Days Work Hours*

From

3 Preview

Save

Cancel

ÂŤ Back to Dashboard

Export

Changes History:

Section

Field

From

Date

General

Website URL

firmname.com

www.firmname.com

00/00/0000 00:00AM

Revert

Services/Fees

Services Offered

N/A

401K

00/00/0000 00:00AM

Revert

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For Financial Firms

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Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 25 of 28

5.5. Admin | FA Profiles Professionals Login

Advice-IQ

Find Advisor

Joe Logout Enter ZipDoe or Firm| Name

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > FA Profiles

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70 1

Users All

Firm Profile

Show All

FA Profiles Create New Profile

Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

✓

View/Edit

« First ‹ Prev

Delete

FA Profile

CRD #

Maintained by

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Review

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Firstname Lastname

ABC0123456789

Firstname Lastname

Active

00/00/0000 00:00AM

View/Edit

Create New Profile

Home

View/Edit

For Financial Advisors

Last Updated

« First ‹ Prev

Delete

For Financial Firms

Status

31 - 60 of 64 Next › Last »

About Company

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RSS

31 - 60 of 64 Next › Last »

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Search options: - All (default) - User Name - First Name - Last Name - Email

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 26 of 28

5.5.a. Admin | FA Profiles | Add/Edit Profile Details

1 Professionals Login

Advice-IQ

Find Advisor

Joe Logout Enter ZipDoe or Firm| Name

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Dashboard

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > FA Profiles > FA Profile Details

Users Firm Profile

General

Branch

Accounts

Licenses

Services

Employment History

Ratings

Last Regulatory Compliance Review on 00/00/0000 (Purchase RCR)

FA Profiles Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

* - Required Fields

First Name*

John

Last Name*

Smith

CRD Number*

ABC0123456789

Message

Message goes here...

Change FA Photo C:\Localfolder\filename.

500

Upload

Branch #

Browse

Delete

Address* Address 2 City/Town* Select State

State* Zip* Phone* Fax* Email* Website URL*

Yes

Work Days M-F?*

No fold

Other Working Days Work Hours*

From

Preview

Save

Delete

Cancel

ÂŤ Back to FA Profiles

Export

Changes History: Section

Field

From

Date

General

Website URL

firmname.com

www.firmname.com

00/00/0000 00:00AM

Revert

Emp. History

Description

Lorem consequat diam nulla dolore exerci, exerci iusto hendrerit accumsan tation esse commodo ut velit aliquip odio eu velit eros.

00/00/0000 00:00AM

Revert

Sectionname

Fieldname

Firstname Lastname

Active

00/00/0000 00:00AM

Revert

Home

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For Financial Firms

About Company

Submit Editorial Content

RSS

Same rules as for Firm Profile Edit

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 27 of 28

5.6. Admin | Orders Professionals Login

Advice-IQ

Joe Logout Enter ZipDoe or Firm| Name

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Orders

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

All

Firm Profile

From

Show All

FA Profiles View

✓

Search options: - All (default) - Order Number - Placed By - Service

On user field focus or calendar icon click open calendar date picker and on user date select pre-fill input box with full date.

Export orders list in the following formats: pdf, xls, doc

Users

Orders

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

Find Advisor

« First ‹ Prev

Export

31 - 60 of 64 Next › Last »

Order Number

Date

Service

Placed By

Total

Status

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

In Review

View

23834053024

00/00/0000 00:00:00AM

RCR Service

Firstname Lastname

$000.00

In Review

View

23834053024

00/00/0000 00:00:00AM

RCR Service

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

23834053024

00/00/0000 00:00:00AM

Product service title

Firstname Lastname

$000.00

Completed

View

« First ‹ Prev

View

31 - 60 of 64 Next › Last »

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Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Thu Jul 29 2010 | Page 28 of 28

5.6.a. Admin | Orders | Order Details Professionals Login

Advice-IQ

Firm Authorization Code: ABC000000000000000000000000 Seats used: 4,030 | Seats remaining: 70

Budros, Ruhlin & Roe, Inc.

Settings

Dashboard > Orders > Order Details (Order#: 123456789) 1

Firm Profile

Joe Logout Enter ZipDoe or Firm| Name

Last Login: 00/00/0000 Last Login IP: 000.000.000.000 For Financial Advisors For00:00AM Financial Firms

Dashboard

Users

Find Advisor

Export

FA Profiles Orders Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew | Add Profiles

Order Number:

1234567890

Order Date:

00/00/0000 00:00AM

Placed By:

Firstname Lastname

Status:

In Review

Firm Information First Name:

Firstname

Address:

10000 Main Street

Last Name:

Lastname

Address 2:

Suit 0000

Firm Name:

Firmname

City/Town:

Cityname

Regulator #:

ABC0123456789

State:

Type of Firm:

Brokrage

Zip:

00000

Email:

email@domain.com

Phone:

000-000-0000 Private residence

Payment Information Billing Address

Payment

First Name:

Firstname

Payment Method:

Credit Card

Last Name:

Lastname

Credit Card #:

xxxx-xxxx-xxxx-1234

Company:

Companyname

Name on Card:

Firstname Lastname

Address:

00000 Main Street

Expiration:

00/0000

Address 2:

Suite 0000

City/Town:

Cityname

State:

Zip:

00000

Phone:

000-000-0000

Order Summary

fold

[Product service title] - 5,000 profiles for 1 year Effective Date Range: 00/00/0000 - 00/00/0000

$0000.00

Sales Tax (ST): Grand Total:

Home

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For Financial Firms

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Submit Editorial Content

RSS

$00.00 $0000.00

Export formats: pdf, xls, doc