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Setting up a website is just the start of the story! Read this section for help and tips.

Tips and tricks





Summary of services

Finding your way around our site

We know there's a lot of information on our site, so to help you find your way quickly to the section you want just follow the links below:

Not got a website but want to set something up easily and speedily? See page on Packages.

Want a simple starter website? See page on Introsites

Want a site full of information but which you don't have to maintain? See page on Infosites

You're a Financial Planner and want a site focussing on services not products? See page on Financial Planner websites

You're a Mortgage Adviser and want a site reflecting this? See page on Mortgage Adviser websites

Want to check out the difference between all our packages? See page on Comparisons

You want a bespoke site? See page on Portfolio Adviser

Got a site but want to beef it up with some extra features? See section on Add-ons

Want to send out e-newsletters to your clients efficiently and easily? See our page on MyNews

Want to provide an online portfolio to each of your clients? See our page on Portfolio Adviser

Want to provide fund factsheets for your cliens on portfolios you ahve set up for them? See the section on our Portfolio Adviser page

Want to see what we have done for other firms? See our section on Case Studies

Got a website but want help making the most of it? See our Help Centre

Want to keep up to date with our latest developments? See our News section

Want to find out more about IFA Systems? See our section About Us

Want to contact us or find your way to our offices? See our Contact Us section

Still want to talk to someone about our services? Call us on 01453 521855