There are many different types of content with dynamic uses inside of the dashboard, all terminology and use cases will be included below. When doing an initial review of a website, we recommend approving content in the order of the headers shown below.

Company Profile

The company profile is a collection of basic information about the business and also holds some technical elements of the site. When in review the profile will appear under the content header (typically as the name of the business), you can also select "Edit company information" at the top of the site's review dashboard. The AdvisorWebistes dashboard uses dynamic tokens for these basic elements to allow advisors to easily make an update in one spot and have it apply across the entire site. This also assists the compliance teams by avoiding the review of multiple pages for minor changes like an email address. With this in mind, it's best to approve the Company profile before everything else as the client won't be able to go live without it. 

Information includes the businesses: Name, Email, Phone Number, Logo, Address, Licenses, Disclaimers, and Social Media.


Blocks are dynamic elements that can be displayed across multiple pages. As these don't have a central URL, most reviews of blocks will take you directly to the content editor page. The homepage of a website is typically populated exclusively by blocks, they can also be applied in other areas like the Footer, Header, and other areas of the layout of the website. Some of the common blocks are detailed below.

Custom Block - A regular block that typically houses images/text

Slider / Full-Screen Slider - The default block used on the Homepage and at the top of each content page, typically includes a header image and header text/page titles

Grid Block - Multiple blocks used in one view, the blocks included won't be shown unless they are also approved.

Menu Links

Advisors are able to have a collection of links at the top of their website, Menu links are sent through the compliance manager to ensure all links are permitted to show. Clients typically include core pages, but they can also include email addresses and external links to client logins. 

If a Menu link is approved but the page itself is not, the Menu link will not appear nor will the content. This allows the compliance officer to automatically approve menu links that go to internal pages as they depend on the approval of the initial content. 


Content represents standalone pages that will have their own unique URL. There are 6 main types:
Pages, Articles/Blogs, Team Members, Events, Products and Services and Frequently Asked Questions.


Advisors are able to create custom contact forms within the AdvisorWebsites dashboard, these can appear as Contact us, Book a Meeting, Subscribe to a newsletter, and more. 

To improve the turnaround time for our compliance officers, we've created a dedicated email to expedite compliance requests. To get in contact with Compliance Support, please email or submit a ticketWe've also introduced a dedicated compliance line at 1-866-638-0273 ext.5, if there's ever anything urgent.