We have built up links over the years with a number of firms who provide content and/or links to the websites we create for our clients. These firms include:
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1st The Exchange is the market leading provider of IFA technology solutions. Over the past decade, they have delivered their technology and services to over 1,400 firms and 14,000 users. Over half of the UK’s top IFAs and 15 of the top 20 accountancy practices are clients of 1st. Their data populates our Portfolio Adviser modules. |
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CETA is the UK’s largest independent general insurance network, with more than 16,000 members. They offer a fully automated on-line comparative quote system for
buildings & contents,
commercial,
mortgage protection,
liability,
legal protection,
travel,
caravan and
pet insurance. Part of our OnLine Services package.
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Citywire is the publisher of New Model Adviser®, the groundbreaking weekly magazine for financial planners seeking to professionalise themselves and improve the value of their businesses. Citywire’s website is the site most used by leading financial advisers (source PIMS 2008) providing fund manager ratings, data and daily news from an award winning editorial team. Many of the newsfeeds in our templated sites provided by Citywire.
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The Cofunds platform has many components for intermediaries to build a full e-commerce infrastructure and streamline their operation processes, and populates our Portfolio Updater product. |
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Fidelity's Funds Network platform has many components for intermediaries to build a full e-commerce infrastructure and streamline their operation processes, and populates our Portfolio Updater product. |
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Financial Express is a data company specialising in the collection, validation, dissemination and analysis of fund information. It is the main provider of fund data, fund factsheets and internet based solutions to fund management companies, distribution platforms, financial portals, investors and advisers. They provide our fund factsheets. |
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IFA Promotion has probably the highest profile of all the IFA directories through their www.unbiased.co.uk website. People looking for a local IFA can find exactly the right one for them by putting in specific criteria into their search, which means quality leads for IFAs. Their Online Marketing Package will give the enquirer access to your website.
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The Insurance Marketing Department provides highly specialised marketing support for IFAs, mortgage brokers and insurance brokers. With more than 37 years’ industry experience, they focus entirely on this sector and do not have non-financial services clients. They provide our monthly factsheets.
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JCS Advanced Financial Planning and Administration Software was originally produced by an IFA in 1982 to provide comprehensive, flexible, robust and easy-to-use technology for financial advisers and administrators. JCS evolves by working with many leading practitioners, and automatic downloads mean that users always benefit from its very latest CRM & financial planning features.
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Orbiter Online offer a free online mortgage research tool which is customisable by the IFA, and which offers the IFA's website visitors the ability to research the whole market, including direct offers, and apply for a chosen mortgage direct to the IFA if required. |
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Prestwood Software Ltd the Company exists solely to develop and support top of the range programs for Financial Planners in the UK through their Prtestwood Professional Software and Truth Financial Planning Software. Their data populates our Portfolio Adviser modules. |
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uSwitch.com is a free, impartial comparison and switching service that helps the consumer compare prices on a range of services including gas, electricity, home phone, broadband providers and personal finance products, to help them take advantage of the best prices and services on offer from suppliers. Part of our OnLine Services package.
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Webline, a wholly owned subsidiary of the Capita Group plc, is a leading provider of comparative quotes, new business submission and new business tracking facilities to UK financial intermediaries. Online comparative quotes are available for protection products,
Investment bonds,
Pensions,
Annuities and
Traded endowment policies. Part of our OnLine Services package.
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