Website Features
These Website Add-ons have been designed by us to give added
functionality to your site which you can easily manage yourself
through our Website
Manager. All sit within your site and are coloured to match.
Our website packages include a number of these Add-ons: features
marked * are included with in all Infosites,
but for clarity see our comparison of
packages.
Please note that the setup
charges start at the minimum quoted, but a combination of Add-ons
may lead to a reduced monthly charge - ask us for a specific
price for your particular choice.
Got a specific question? Give us a call on 01453 521855 - we're here to help!
We offer a range of 17 different calculators on mortgages, investments,
taxation, pensions and life cover. All come with relevant warnings
and regulatory statements. Try them out through the link below.
Setup from £225 + VAT plus £20 + VAT per month. Or
we can supply just the mortgage calculators for a setup cost of
£100 + VAT plus £10 + VAT per month.
We have combined and revamped our Client Login and Factfind modules to create an easy-to-use and invaluable system for communicating securely with your clients. This includes secure messaging, personal and client documents, client bulletins etc. New clients can be added by the client themselves or by the IFA, either singly or as a bulk upload. Up to 4 levels are available so the IFA can segment their clients as appropriate. This feature is included as standard in all our Infosite and Financial Planner packages.
Special introductory offer to 31 December 2009 - Setup from £295 + VAT, plus £20 + VAT per month for up to
200 client records, sliding scale thereafter.
All our sites include one of our Document Manager modules under the Legal Information page to enable you to make available your IDDs/ Client Agreements for clients to download and read, but you can add other modules for your own documents, brochures, factsheets,
newsletters, and factfinds.
Setup from £50
+ VAT for each additional module: monthly cost depends on level of
usage, but first 10MB is free.
To save you having to write content to keep your site up-to-date,
we can supply three in-depth factsheets per month for you to add
as a page to your site, written by an industry specialist. And as for the
"My News"
item,
you
can broadcast an e-mail to clients registered through your website about the new factsheets
added that month. Standard inclusion with our Financial Planner package for non-Network advisers. Click below to find out more.
Setup from £75 + VAT, plus £20 + VAT per month
This package provides comprehensive generic financial information,
a full glossary of financial terms, and our own "Life's Stages" description
of possible financial considerations at various stages of life.
To be used in conjunction with our Calculators. Click
the link below to see more details and examples.
Setup from £100 + VAT, plus from £25 + VAT per month
We can provide a number of solutions for registering and hosting
domains names, e-mail solutions and webspace to house your final
website, from simple web forwarding to a full hosting account.
From £50 + VAT pa, depending on type of account required.
You can keep clients and enquirers up-to-date by adding your
own news items to your site. Once added, you can then broadcast
an e-mail to all registered clients telling them about the latest
new item with a link to your site, to enhance your service to
them at little cost and effort to you.
Setup from £75 + VAT, plus £10 + VAT per month
You can provide a simple report to a client on the portfolio you
manage for them just by uploading their details from your
back office system ** to the Client Login area of your site, for
the client
to log in and view securely. Can be updated daily, monthly,
annually, or as frequently as you wish.
You can then choose to add our on-line Fund Factsheets to the Portfolio reports for your client, full of details the client can drill down into.
** Currently links data from 1st's Adviser Office: links to other packages are under development.
Setup of Portfolio Adviser Basic is from £595 + VAT (£395 + VAT for existing clients), plus £95 + VAT (£75 + VAT) per month for
up to 200 registered clients, £30 + VAT pm per 100 clients thereafter.
Minimum contract 6 months.
This enhances our Portfolio Adviser module, enabling you to provide online portfolio valuations whether you have a back office system or not.
Setup cost to add to Client Login and Portfolio Adviser is from £225 + VAT, plus £50 + VAT per month.
Minimum contract 6 months.
With this feature you can add links to external sites as
you wish, although we give you a selection of useful sites to kick-start
the page. Click on the button for more details.
Setup from £75 + VAT for the first page, covering a wide
range of topics. If you want extra pages for a specific topic/series
of links, extra pages can be set up for £50
+ VAT each.
All our templated sites now include a customisable RSS news feed on various financial
topics, updated continuously. Keep your clients
well-informed at no effort on your part!
Setup from £50 + VAT plus £7.50 +VAT per month
New clients often like to know who they will be dealing with
before they contact you. Our Staff List provides an easy way for
you to inform them
about your staff, showing their
contact
details,
CV,
qualifications
and photo
as
you
wish.
Setup £75 + VAT, plus £5 + VAT per month
Allow visitors to add testimonials to your website and you decide
which ones to add or delete, thereby giving you control over what
is actually displayed on your website.
Setup £50 + VAT
A further enhancement to our Portfolio Updater module, this feature enables your clients to obtain instant transaction history details on all their policies managed by you through Cofunds.
Setup £500 + VAT, plus £50 + VAT per month
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