Welcome to IFA Systems
If you are a Financial Adviser, a Financial Planner or a Mortgage Adviser looking for a website to suit your precise requirements, built by people who understand your industry and have the relevant tools you need, then this is the site for you!
We offer an unrivalled number of website packages and web-based addons, one of which is bound to meet your needs and budget. These include
- a simple brochure site
- a comprehensive informative site
- a site for Financial Planners
- a site specifically for Mortgage Advisers
- a staff intranet
- a wide range of Addons
No need to spend time building the site yourself - we do that for you, and show you how to update your own text and documents through our online Content Management System.
Site of the month
View this month's featured site by clicking on the image.
Email us to ask that we add you to our regular newsletter mailing.
Portfolio Adviser
We have developed a unique suite of products to enable you to update your clients' portfolio online easily, quickly and securely.
Called Portfolio Adviser, the system enables you to:
- Upload summary portfolio details from Adviser Office or Prestwood
- Include legacy policies for a complete picture
- Extend the basic module to allow for real-time updates, fund factsheets, risk profiling
Latest news
Asset TV
Our sites now include Asset TV links to online videos on investment-related subjects, regularly updated!
