35 Finance

Site Type:
Financial Planner
style 1

Custom features:
Own images, amended navigation and additional pages

Add-ons used:
Portfolio Adviser

Getting the site set up was brilliant, very quick and easy, and we’re delighted with the end result.

More and more, new clients are registering via the site, so that by the time we meet them we already have at least a partially-completed factfind.

Existing clients are increasingly using the features of the site, particularly since we added Portfolio Adviser, and we are keen to further develop the client communication tools that are available. Additionally, the features like the news links and the fact sheets are all enormously helpful.

"It’s not an exaggeration to say I don’t think we’d have a business without our website.  It’s been fantastic, and has produced a huge amount of business.  We are attracting new clients; they are finding our site, and they obviously like what they see because they tell us!"

Jeremy Davis,
35 Finance

Patidar Jeffrey and Co Limited

Site Type:
Financial Planner style 2

Custom features:
Own images, amended navigation and additional pages

Add-ons used:
Portfolio Adviser

Our website gives us the opportunity to convey the message about how we are different; people can go around the site at their leisure and find out what we’re all about. We’ve picked up a couple of seriously major clients through the site – although they were referred, they went to the website first and registered their details. The website was key with these clients and others, enhancing our profile and saying who we are and what we do.

Our clients travel a lot, and giving them access to their financial position wherever they are is extremely powerful. Going into the future, this is the real service proposition to clients, giving them control, providing them with direct engagement with their investments and on-line interaction with us.

Our review process in conjunction with the website works very well, using Client Login and Portfolio Adviser so that clients can see a snapshot of their current financial position.

"Our decision to use IFA Systems has been very good from our point of view, the set up process was fantastic and we’ve been really happy.."

Meeku Patidar,
Patidar Jeffrey & Co Limited

Fitzallan

Site Type:
Financial Planning style 1

Custom features:
Own images, additional pages

Add-ons used:
Portfolio Adviser

The site was relatively easy to set up, given that we customised the basic IFA Systems template to a very great extent – they were very patient with us!

Enquiries come from client referrals rather than internet searches, where prospects will check us out before calling us for an appointment – they still want face-to-face meetings.

We also use the site to offer more and better services to existing clients, and our on-line valuations tool from IFA Systems, uploading data from Adviser Office, is a key part of this..

"We feel a presence on the internet is essential for professional advisers these days, so when we started our business we launched a website along with it"

Richard Wadsworth, Fitzallan Limited