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Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
Protrade Financial Creative Presentation
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Protrade Financial Creative Presentation

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PROTRADE FINANCIAL …

PROTRADE FINANCIAL
Creative Presentation for Brand and Website Strategy

BRAND STRATEGY >> FIRM PROFILE
Protrade is a direct access trading broker-dealer built upon the extensive experience of a full-service trading firm. Unlike traditional direct access trading firms, Protrade offers its customers a team of top traders with an impressive background in the financial markets, including a daily presence on the New York Stock Exchange.
Protrade is committed to technology and innovation by developing and offering sophisticated trading platforms and algorithms designed to meet the needs of active investors.
Protrade strategic partnerships with financial educators will allow customers to attend informative online and live events to assist them in achieving their financial goals.

BRAND STRATEGY >> GOALS & OBJECTIVES
The immediate goal within the first 3 months is to capture as many past relationships to Protrade as possible. The goal is to convert between 200 and 300 customers.

During this initial three-month phase, Protrade would like to introduce 50-75 new active retail customers to their new website. Active means customers that do 100+ trades per month.

At the end of 6 months, Protrade would like to have 150-200 new retail relationships. And by the end of the first year, the goal is to have 500 relationships. These relationships would be split; 80% active retail and 20% institutional customers. However, it would desirable to have the customer mix more heavily tilted to the institutional side as those customers tend to be more self sufficient and more successful.

BRAND Concept >> NO Bull >> Creative Brief
The direct access trading category tends to make a lot of claims that emphasize technology-only solutions. Active investors can see right through these claims. The objective of this brand promise is to offer relevant insight and tools to these seasoned traders that they can’t get anywhere else.

This promise is supported by the positioning statement that would always accompany the Protrade logotype, Informed Investors Win. This statement, combined with the strength of positive associations to the Bull symbol, reinforce to prospects and customers alike that Protrade will give them the competitive edge to make more money.

In both off- and online advertising and promotions, the positioning statement will be extended into a memorable headline that reinforces the Protrade brand, Informed Investors Win. That’s No Bull. That’s Protrade. Imagery will depict the experienced Protrade team in action. The colors blue and gray give the firm a feel of stability, while the black adds a contemporary edge to the brand.

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  • 1. PROTRADE FINANCIALCREATIVE PRESENTATION FOR BRAND AND WEBSITE STRATEGY
  • 2. CONTENTSProtrade Financial » Brand Strategy 19 Online Rectangle Ad Website Concept » Envy2 Firm Profile 20 Sales Collateral 28 Home Page3 Goals & Objectives 21 Print Ad 29 Institutions Home4 Target Audiences Protrade Financial » Website strategy 30 Strategies & Platforms5 SWOT Analysis 22 User Goals & Tasks 31 Protrade Standard PlatformBrand Concept » No Bull 32 Account Features Website Concept » No Bull6 Creative Brief Protrade Financial » Website Architecture 23 Home Page7 Identity 24 Institutions Home 33 Home Page8 Stationery System 25 Strategies & Platforms 34 About Section9 Online Banner Ad 26 Protrade Standard Platform 35 Help Section10 Online Skyscraper Ad 27 Account Features 36 Press Center Section11 Online Rectangle Ad12 Sales Collateral Brand Concept » Envy 37 Careers Section13 Print Ad 14 Creative Brief 38 Institution Section 15 Identity 39 Individual Investors SectionBrand Concept » Envy 16 Stationery System 40 Financial Professionals Section14 Creative Brief 17 Online Banner Ad 41 Strategies & Platforms Section15 Identity 18 Online Skyscraper Ad16 Stationery System 42 Disclosure Section 19 Online Rectangle Ad17 Online Banner Ad 20 Sales Collateral18 Online Skyscraper Ad 21 Print AdCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 2
  • 3. BRAND STRATEGY >> FIRM PROFILE Protrade is a direct access trading broker-dealer built upon the extensive experience of a full-service trading firm. Unlike traditional direct access trading firms, Protrade offers its customers a team of top traders with an impressive background in the financial markets, including a daily presence on the New York Stock Exchange. Protrade is committed to technology and innovation by developing and offering sophisticated trading platforms and algorithms designed to meet the needs of active investors. Protrade strategic partnerships with financial educators will allow customers to attend informative online and live events to assist them in achieving their financial goals.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 3
  • 4. BRAND STRATEGY >> GOALS & OBJECTIVES The immediate goal within the first 3 months is to capture as many past relationships to Protrade as possible. The goal is to convert between 200 and 300 customers. During this initial three-month phase, Protrade would like to introduce 50-75 new active retail customers to their new website. Active means customers that do 100+ trades per month. At the end of 6 months, Protrade would like to have 150-200 new retail relationships. And by the end of the first year, the goal is to have 500 relationships. These relationships would be split; 80% active retail and 20% institutional customers. However, it would desirable to have the customer mix more heavily tilted to the institutional side as those customers tend to be more self sufficient and more successful.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 4
  • 5. BRAND STRATEGY >> TARGET AUDIENCES Institutions • Hedge Funds • Proprietary Trading Groups • Brokers Financial Professionals • Registered Investment Advisors (RIA) • Commodity Trading Advisors (CTA) Financial Professionals • High net-worth individualsCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 5
  • 6. BRAND STRATEGY >> SWOT ANALYSIS Strengths Opportunities • Only online trading firm with roots/presence • Online firms are going away from floor presence on the floor to all online • Provide 3 levels of service • Hedge funds are growing • Aligned with educational firms (webinars, seminars) • Active traders, retired high net-worth baby boomers • Software (Omni Pro) + developing exclusive • Awareness of electronic trading algorithms • World events, better to have “floor” knowledge in times of crisis Weaknesses • Regulatory changes • New to the game (Meridian) • Staffing/growing challenges Threats • Trend has been to go totally electronic/online, • World events eliminate human involvement • Stock market collapse • Available 7am-7pm Monday-Friday; other sites • Regulatory changes are 24/7/365 • Commission rate war • No 3rd party ratings, e.g., Barron’s, Kiplinger’s, etc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 6
  • 7. BRAND CONCEPT >> NO BULL >> CREATIVE BRIEF The direct access trading category tends to make a lot of claims that emphasize technology-only solutions. Active investors can see right through these claims. The objective of this brand promise is to offer relevant insight and tools to these seasoned traders that they can’t get anywhere else. This promise is supported by the positioning statement that would always accompany the Protrade logotype, Informed Investors Win. This statement, combined with the strength of positive associations to the Bull symbol, reinforce to prospects and customers alike that Protrade will give them the competitive edge to make more money. In both off- and online advertising and promotions, the positioning statement will be extended into a memorable headline that reinforces the Protrade brand, Informed Investors Win. That’s No Bull. That’s Protrade. Imagery will depict the experienced Protrade team in action. The colors blue and gray give the firm a feel of stability, while the black adds a contemporary edge to the brand.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 7
  • 8. BRAND CONCEPT >> NO BULL >> IDENTITYCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 8
  • 9. BRAND CONCEPT >> NO BULL >> STATIONARY SYSTEM I N F O R M E D I N V E S TO R S W I N Protrade Financial A Division of Meridian Equity Partners 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 I N F O R M E D I N V E S TO R S W I N F: 212.785.0041 www.protradefinancial.com George Muniz Protrade Financial Senior Managing Partner A Division of Meridian Equity Partners gmuniz@protradefinancial.com 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 F: 212.785.0041 www.protradefinancial.com I N F O R M E D I N V E S TO R S W I N Protrade Financial A Division of Meridian Equity Partners 40 Broad Street, 4th Floor New York, NY 10004COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 9
  • 10. BRAND CONCEPT >> NO BULL >> ONLINE BANNER ADCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 10
  • 11. BRAND CONCEPT >> NO BULL >> ONLINE SKYSCRAPER ADCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 11
  • 12. BRAND CONCEPT >> NO BULL >> ONLINE RECTANGLE AD INFORMED INVESTORS WIN. THAT’S NO BULL. THAT’S PROTRADE. www.ProtradeFinancial.com INFORMED INVESTORS WIN A Division of Meridian Equity PartnersCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 12
  • 13. BRAND CONCEPT >> NO BULL >> SALES COLLATERAL www.ProtradeFinancial.com www.ProtradeFinancial.com INSTITUTIONS » Direct Access Trading Considering that there are so many technical aspects related to direct access trading, it is easy for some investors to view tools as the solution for simplifying and mak- INFORMED INVESTORS ing sense of the complex world of trading. But the simple truth about manag- ing trades is that while WIN. tools are integral to doing our jobs, they can’t be allowed to overcom- pensate for market volatility. There are no substitutes for human insight and market floor experi- ence, and a non-balanced, techni- cally-focused approach leads to unbalanced portfolio performance. But the simple truth about manag- ing trades is that while tools are integral to doing our jobs, they can’t be allowed to overcom- pensate for market volatility. There are no substitutes for human insight and market floor experi- ence, and a non-balanced, techni- cally-focused approach leads to unbalanced portfolio performanc I N F O R M E D I N V E S TO R S W I N George Muniz Protrade Financial Senior Managing Partner A Division of Meridian Equity Partners gmuniz@protradefinancial.com 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 F: 212.785.0041 www.protradefinancial.com A Division of Meridian Equity PartnersCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 13
  • 14. BRAND CONCEPT >> NO BULL >> PRINT AD www.ProtradeFinancial.com INFORMED INVESTORS WIN. » Direct Access Trading » Traders on the Floor » Educational Events Considering that there are so many technical tools are integral to doing our jobs, they can’t aspects related to direct access trading, it is be allowed to overcompensate for market Protrade Financial easy for some investors to view tools as the volatility. There are no substitutes for human 40 Broad Street, 4th Floor solution for simplifying and making sense of insight and market floor experience, and a New York, NY 10004 the complex world of trading. But the simple non-balanced, technically-focused approach P: 212.359.0030 truth about managing trades is that while leads to unbalanced portfolio performance. F: 212.785.0041 A Division of Meridian Equity PartnersCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 14
  • 15. BRAND CONCEPT >> ENVY >> CREATIVE BRIEF The direct access category has very much become a category. Many of these direct access companies offer very similar tool sets to traders, which negates strategic advantage and forces them to compete on commission and transaction rates. Active traders are more discerning and want the competitive edge. That’s the objective of this brand promise. This promise is supported by the positioning statement that would always accompany the Protrade logotype, Knowledge Creates Opportunity. This statement, combined with the positive direction of the triangular shape, reinforces to prospects and customers alike that Protrade will give them the competitive edge to make more money. In both off- and online advertising and promotions, the brand promise will be emphasized with a memorable headline and graphic combination. The headline, They’ll See green. You’ll Be in the Green, with the image of an euphoric Protrade customer depicted literally in green with a gold glow, clearly communicates they will be the envy of colleagues and competitors. The colors green and gold give the firm a regal feel, while the black adds a contemporary edge to the brand.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 15
  • 16. BRAND CONCEPT >> ENVY >> IDENTITYCOPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 16
  • 17. BRAND CONCEPT >> ENVY >> STATIONARY SYSTEM KNOWLEDGE CREATES OPPORTUNITY A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ P: 212.359.0030 F: 212.785.0041 40 Broad Street New York, NY 10004 KNOWLEDGE CREATES OPPORTUNITY P: 212.359.0030 F: 212.785.0041 40 Broad Street New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ KNOWLEDGE CREATES OPPORTUNITY 40 Broad Street New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 17
  • 18. BRAND CONCEPT >> ENVY >> ONLINE BANNER ADCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 18
  • 19. BRAND CONCEPT >> ENVY >> ONLINE SKYSCRAPER ADCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 19
  • 20. BRAND CONCEPT >> ENVY >> ONLINE RECTANGLE AD INFORMED THEY’LL SEE INVESTORS WIN. GREEN. THAT’S NO BULL. YOU’LL BE IN THAT’S PROTRADE. THE GREEN. www. ProtradeFinancial.com w.ProtradeFinancial.com ww KNOWLEDGE CREATES OPPORTUNITY informedinvestorswinCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 20
  • 21. BRAND CONCEPT >> ENVY >> SALES COLLATERAL INSTITUTIONS THEY’LL SEE GREEN. . » Direct Access Trading Considering that there are so OU’LL BE IN THE GREEN many technical aspects related to direct access trading, it is easy for Y some investors to view tools as the solution for simplifying and mak-­ ing sense of the complex world of trading. But the simple truth about man-­ aging trades is that while tools are integral to doing our jobs, they can’t be allowed to overcompen-­ sate for market volatility. There are no substitutes for human in-­ and a non-­balanced, technically-­ focused approach leads to unbal-­ anced portfolio performance. it is easy for some investors to view tools as the solution for sim-­ plifying and making sense of the complex world of trading. But the simple truth about man-­ aging trades is that while tools are integral to doing our jobs, they can’t be allowed to overcompen-­ sate for market volatility. There are no substitutes for human in-­ and a non-­balanced, technically-­ focused approach leads to unbal-­ anced portfolio performance. KNOWLEDGE CREATES OPPORTUNITY George Muniz Senior Managing Partner P: 212.359.0030 F: 212.785.0041 40 Broad Street Fourth Floor New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ trad eFin anc ial.c om EQU ITY PAR TNE RS | www.Pro A DIV ISIO N OF ME RID IANCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 21
  • 22. BRAND CONCEPT >> ENVY >> PRINT AD www.ProtradeFinancial.com THEY’LL SEE GREEN. YOU’LL BE IN THE GREEN. » Direct Access Trading Considering that there are so are integral to doing our jobs, » Traders on the Floor many technical aspects related they can’t be allowed to over-­ » Educational Events to direct access trading, it is compensate for market volatil-­ KNOWLEDGE easy for some investors to view ity. There are no substitutes CREATES OPPORTUNITY tools as the solution for simpli-­ for human insight and market fying and making sense of the complex world of trading. But balanced, technically-­focused P: 212.359.0030 the simple truth about manag-­ approach leads to unbalanced F: 212.785.0041 40 Broad Street ing trades is that while tools portfolio performance. Fourth Floor New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y PA R T N E R SCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 22
  • 23. WEBSITE STRATEGY >> USER GOALS & TASKSRetail/Personal Trader Institutional – Hedge Funds Active TraderGoal: Goal: Goal:• Establish online account • Establish online account • Establish online account• Learn more about trading and/or Tasks: Tasks: online trading • Demo software • Establish relationship withTasks: • Check rate schedule broker/trader• View costs for software license, • Check out Protrade organization • Demo software commissions • Check rate schedule • Inquiry• Training – webinars • Check out Protrade organization • Create account• Newsletter – Info • Inquiry • Download software• Demo Software • Create account • Download softwareCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 23
  • 24. WEBSITE CONCEPT >> NO BULL >> HOME PAGE |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT INSTITUTIONS INDIVIDUALS FINANCIAL  PROFESSIONALS Review  our  range  of  customized   Discover  a  wealth  of  market  insight   Find  the  comprehensive  product   products  and  services  designed  to   and  product  information  on  funds,   information,  daily  performance  data   meet  the  needs  of  institutional   managed  accounts  and  alternative   and  market  insight  you  need  to   investors  and  their  consultants. investments  to  facilitate  your   support  your  practice  and  your  clients. investment  decisions. »  Get  Started »  Get  Started »  Get  Started PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 24
  • 25. WEBSITE CONCEPT >> NO BULL >> INSTITUTIONS HOME |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED ABOUT  PROTRADE STRATEGIES  &  PLATFORMS OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Protrade  offers  a  flexible   Protrade  offers  a  flexible   Protrade  offers  a  flexible   commission  structure.   commission  structure.   commission  structure.   Choose  between  per  trade   Choose  between  per  trade   Choose  between  per  trade   or  per  share  plans.  We   or  per  share  plans.  We   or  per  share  plans.  We   customize  our  commission   customize  our  commission   customize  our  commission   structure  to  save  you  the   structure  to  save  you  the   structure  to  save  you  the   most  money. most  money. most  money. PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 25
  • 26. WEBSITE CONCEPT >> NO BULL >> STRATEGIES & PLATFORMS |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED VIEW DEMO DOWNLOAD Protrade  offers  a  variety   Protrade  offers  a  variety   Protrade  offers  a  variety   ABOUT  PROTRADE of  software  to  fit  your   of  software  to  fit  your   of  software  to  fit  your   STRATEGIES  &  PLATFORMS needs.  Click  through  the   needs.  Click  through  the   needs.  Click  through  the   screenshots  to  see  what   screenshots  to  see  what   screenshots  to  see  what   »  Strategies each  package  offers.   each  package  offers.   each  package  offers.   »  Protrade  View Then  download  and   Then  download  and   Then  download  and   »  Protrade  Standard demo  the  software  that   demo  the  software  that   demo  the  software  that   is  right  for  you. is  right  for  you. is  right  for  you. »  Protrade  Platinum »  Algorithms OPEN  ACCOUNT PROTRADE  VIEW CONTACT  US ACCOUNT  FEATURES PROTRADE  STANDARD PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 26
  • 27. WEBSITE CONCEPT >> NO BULL >> STANDARD PLATFORM |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED DOWNLOAD  REGISTRATION Please  register  to  download  the  software  you  wish  to  try  out. ABOUT  PROTRADE STRATEGIES  &  PLATFORMS »  Strategies »  Protrade  View »  Protrade  Standard »  Protrade  Platinum PROTRADE  STANDARD »  Algorithms OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 27
  • 28. WEBSITE CONCEPT >> NO BULL >> ACCOUNT FEATURES |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per   ABOUT  PROTRADE share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money. STRATEGIES  &  PLATFORMS OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 28
  • 29. WEBSITE CONCEPT >> ENVY>> HOME PAGE »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact INSTITUTIONS INDIVIDUALS FINANCIAL  PROFESSIONALS Review  our  range  of  customized   Discover  a  wealth  of  market  insight   Find  the  comprehensive  product   products  and  services  designed  to   and  product  information  on  funds,   information,  daily  performance  data   meet  the  needs  of  institutional   managed  accounts  and  alternative   and  market  insight  you  need  to   investors  and  their  consultants. investments  to  facilitate  your   support  your  practice  and  your  clients. »  Get  Started investment  decisions. »  Get  Started »  Get  Started Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 29
  • 30. WEBSITE CONCEPT >> ENVY>> INSTITUTIONS HOME »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED STRATEGIES  &  PLATFORMS OPEN  ACCOUNT ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Protrade  offers  a   Protrade  offers  a   Protrade  offers  a   flexible   flexible   flexible   commission   commission   commission   structure.  Choose   structure.  Choose   structure.  Choose   between  per  trade  or  per  share   between  per  trade  or  per  share   between  per  trade  or  per  share   plans.  We  customize  our   plans.  We  customize  our   plans.  We  customize  our   commission  structure  to  save   commission  structure  to  save   commission  structure  to  save   you  the  most  money. you  the  most  money. you  the  most  money. Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 30
  • 31. WEBSITE CONCEPT >> ENVY >> STRATEGIES & PLATFORMS »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED VIEW DEMO DOWNLOAD Protrade  offers  a  variety  of   Protrade  offers  a  variety  of   Protrade  offers  a  variety  of   ABOUT  PROTRADE different  software  to  fit  your   different  software  to  fit  your   different  software  to  fit  your   needs.  Click  through  the   needs.  Click  through  the   needs.  Click  through  the   STRATEGIES  &  PLATFORMS screenshots  to  see  what  each   screenshots  to  see  what  each   screenshots  to  see  what  each   »  Strategies package  offers.  Then   package  offers.  Then   package  offers.  Then   »  Protrade  View download  and  demo  the   download  and  demo  the   download  and  demo  the   software  that  is  right  for  you. software  that  is  right  for  you. software  that  is  right  for  you. »  Protrade  Standard »  Protrade  Platinum »  Algorithms OPEN  ACCOUNT PROTRADE  VIEW CONTACT  US ACCOUNT  FEATURES PROTRADE  STANDARD Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 31
  • 32. WEBSITE CONCEPT >> ENVY >> STANDARD PLATFORM »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED DOWNLOAD  REGISTRATION Please  register  to  download  the  software  you  wish  to  try  out. ABOUT  PROTRADE STRATEGIES  &  PLATFORMS »  Strategies »  Protrade  View »  Protrade  Standard »  Protrade  Platinum »  Algorithms PROTRADE  STANDARD Google+ OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 32
  • 33. WEBSITE CONCEPT >> ENVY >> ACCOUNT FEATURES »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per   STRATEGIES  &  PLATFORMS share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money. OPEN  ACCOUNT ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 33
  • 34. WEBSITE ARCHITECTURE >> HOME PAGECOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 34
  • 35. WEBSITE ARCHITECTURE >> ABOUT SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 35
  • 36. WEBSITE ARCHITECTURE >> HELP SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 36
  • 37. WEBSITE ARCHITECTURE >> PRESS CENTER SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 37
  • 38. WEBSITE ARCHITECTURE >> CAREERS SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 38
  • 39. WEBSITE ARCHITECTURE >> INSTITUTION SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 39
  • 40. WEBSITE ARCHITECTURE >> INDIVIDUAL INVESTORS SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 40
  • 41. WEBSITE ARCHITECTURE >> FINANCIAL PROFESSIONALS SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 41
  • 42. WEBSITE ARCHITECTURE >> STATEGIES & PLATFORMS SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 42
  • 43. WEBSITE ARCHITECTURE >> DISCLOSURE SECTIONCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 43
  • 44. BRANDING 151 Worcester Street 888.764.6171INTERACTIVE First Floor ideas@bergeroncreative.comSOCIAL MEDIA North Grafton, Ma 01536 www.bergeroncreative.com

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