Case Studies
The following case study and those in the lists on the left/below provide further details on just some of the sites we have completed
for our clients. Their comments show how flexible our templated range of packages are, and how different the sites can be made to look. We work with directly-regulated
firms as well as with members of the major Networks. Click on the
hyperlinks to view each site on-line.
For a quick visit to some recent sites, click here.
BPH Wealth Management |
 |
Site Type:
Financial Planner
style 2
Custom features:
Own images, Customised navigation and additional pages
Add-ons used:
Portfolio
Adviser
|
Our business concentrates on providing advice to High Net Worth clients, and so we have never intended to market our site as a way of ‘enticing’ new business - it’s more for prospects and existing clients. Prospects can find out what they need to know about us; existing clients can download information like client agreements, etc. Additionally, some of our best clients can view their portfolios via our site – we’ve had very good feedback since we introduced this extra level of service.
We’re very pleased with the service we get from IFA Systems – when we changed our corporate image, it was great to be able to have the website exactly mirroring all of our literature. We particularly like the Page Editor function with its real-time updates – when we change text on our site we can see that text appear immediately on the live site, rather than overnight as we had had before. |
"It’s good just to be able to say to someone, “have a look at our website”, and then know that they can get a flavour of our philosophy, what sort of advisers we are, and the structure of how we advise clients."
Adam Bell,
BPH Wealth Management |
|
IFA Systems case studies
We have grouped our case studies according to our different services
and products. Choose one below to read more...
|
