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 |
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Site Type:
Infosite 5 - no longer available
Add-ons used:
Portfolio
Adviser, Staff Intranet
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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.
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"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 |
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AJ Buckley |
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Site Type:
Own site
Add-ons used:
Portfolio
Adviser with Client
Login
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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 |
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