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.
OCM Wealth Management |
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Site Type:
own site
Add-ons used:
Portfolio
Adviser
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The majority of our clients have internet access, and they wanted something from us that was really simple to view online and would reproduce what we had up until now been providing manually for them.
We now have the Client Information Centre and Portfolio Adviser within our onw website. For us it saves a lot of time, and for our clients we can provide an added-value service that the vast majority of other IFAs don’t offer.
Our clients can log in on our website, talk to us online, view their portfolios and look at further information like asset allocation and risk profiling.
The service we get from IFA Systems is excellent; they are proactive, eager, flexible and always keen to get the finished product just right.
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"Clients have reported back saying the new service is really good. What we provide online via our website now allows us to spend less time on administration and more time looking after existing clients and getting new clients."
Kevin Horne, OCM Wealth Management |
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WestPoint Financial Consultants Ltd |
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Site Type:
Infosite 1
Add-ons used:
Portfolio
Adviser
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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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"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."
Andrew Cole, WestPoint Financial Consultants Ltd |
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