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Add-on Case Studies

Over the years IFA Systems have written and compiled a range of Website Add-ons to enhance the features of our websites offerings. Many of these Add-ons are included as standard within one or more of our packages, but they can also be added to any website whether initially set up by us or not.

See what just a few of our clients have to say about the Add-ons they are using in their sites.

WestPoint Financial Consultants Ltd

Site Type:
Infosite 5 - no longer available

Add-ons used:
Portfolio Adviser, Staff Intranet

The Intranet is great for compliance too - no staff member can ever say they haven't received or seen a particular document.

In addition to the Staff Intranet, we use our website partly as a window for recruitment - prospective new advisers can see we provide a professional web presence and can research us before they meet with us.

We have added the Portfolio Adviser system to our site and would regard this as the most valuable feature of our site.  It enables clients to view their plans and policies by linking portfolio summary information from our back office system with our website.  This facility is proving to be very useful to clients; although the majority of our clients are in the 60+ 'grey market', many of these clients regard it as a nice hobby to see how their investments are doing. 

"The Staff Intranet is working superbly; we can put letters, documents, weekly sales figures, diary details on there - in fact, just about everything that we normally keep on our server."

Andrew Cole, WestPoint Financial Consultants Ltd

 

AJ Buckley

Site Type:
Own site

Add-ons used:
Portfolio Adviser with Client Login

 

 

When we were seeking the most efficient yet secure way to keep our clients updated with their latest portfolio valuations, we were relieved to find the answer in a unique programme produced by IFA Systems Ltd. Although we are based in Surrey, we have a large number of high net worth overseas clients, and posting or emailing valuations has always been problematic

What we found really useful was the fact that IFA Systems were able to tailor the final screens to our particular requirements, albeit within a templated solution. They were able to provide the necessary client login screen and a range of secure enquiry forms as well as the portfolio summary view, all linked from our existing website.

The initial setup procedure was simple and quick, and each upload takes only a few minutes - the whole process couldn't be simpler. This has saved our back office operation a tremendous amount of time, and has added huge value to the business. The cost is extremely affordable, and we are very pleased with the outcome.

"For the last 18 months Portfolio Adviser has enabled us to provide this service via a secure link on our website, for each client to log in and view their details as and when they wish."

Peter Klein, A J Buckley