IFA Systems Logo - website designers and website managers for professional financial advisers

Providing website solutions for
professional financial advisers

We build, manage and develop a wide range of web-based solutions for financial advisers, financial planners and mortgage advisers, offering a wide range of designs and packages to suit all budgets.
Contact us now to find out how we can best help your firm serve your prospects and clients.

Website Design

Website Design

You can choose from a selection of designs and templates or we can apply your own branding

Client Information Centre

Client Information Centre

Communicate securely and efficiently with your clients via messages, newsletters and document uploads

Portfolio Adviser

Portfolio Adviser

Enable your clients to view clear and up-to-date summaries of their portfolios and fund details

Latest news

Twitter from IFA Systems Twitter from Jorge Linked in


3/02/10

Just how customised can we make our templates?

We are finding increasingly that IFAs and Financial Planners are wanting something a little different for their web presence, both in terms of design and content.  Our templates are proving very flexible in all aspects of customisation, giving them a site with a difference which still doesn't cost the earth. more information ...


26/01/10

How one client is using our systems to great benefit

Read our article on p16 of Financial Planner of February 2010 about how Interface Financial Planning makes good use of his website and features behind the secure login area to look after his clients efficiently and effectively. more information ...


7/01/10

More on secure messaging

Secure messaging has become quite an issue amongst IFAs, and was the focus of Ian McKenna's article on Cryptic Clues in today's Money Marketing, where he mentioned our Client Information Centre as being one of the tools currently available. more information ....


18/12/09

Looking for secure client communications?

You can send and receive secure messages with your clients, and provide them with secure online document storage, through our Client Information Centre.  No additional software required, and the module can be added to any website. more information ...


Receive our regular newsletters

Contact us to ask us you keep you up-to-date via our bi-monthly newsletter mailings. Twitter Or you can simply follow us on Twitter for our latest news and comment (or see what the office dog has to tweet about IFA Systems from his point of view...).

Compare our web packages

Compare

Our templated sites offer varying solutions with differing content and degree of customisation.

Click on the link below to access a chart which provides a quick comparison of the contents of each package.

Compare our web packages >

Site of the month

Site of the month - Ashcourt Rowan Financial Planning

Ashcourt Rowan Financial Planning had a clear idea of the design of their site, to match their new branding, but wanted the features of our Financial Planner package, so we re-skinned our template and added customised areas for them, within a fairly tight timescale.

View this site >