News & Media

Collation of data and article for IFA Promotion's on-line Web Directory April 2008

We updated the data for IFA Promotion's latest Wed directory, and wrote the article on "Setting up and promoting your website" ..... download pdf

Portfolio Adviser system reviewed by Ian McKenna in International Money Marketing February 2008

In an article on why an online presence is essential for Advisers, Ian McKenna reviews both our range of web packages, and our Portfolio Adviser module ..... read more

IFA Systems sponsors local under-8's football team

We are delighted to have sponsored the kit for the local Wotton Rovers Lions under-8's football team - see right, during a break from practice.

IFA Systems exhibits at 1st's User Conference October 2007

2007 was our 5th year at 1st's User Conference on 9 October, where we demonstrated our Portfolio Adviser link between Adviser Office and an IFA's website. This was also highlighted in Debbie Steer's seminar on e-valuations.

IFA Systems exhibits at Money Marketing Live May 2007

We exhibited again at the Money Marketing Live exhibition in Olympia on Thursday 10 May 2007, where we were able to discuss website requirements with enquirers. We showed how our products could provide a suitable web presence, and improve the service a Financial Adviser or Financial Planner could offer to their clients.

IFA Systems runs series of workshops across the UK March 2007

In March 2007 we ran another successful series of workshops across the UK, inviting Financial Advisers to attend a 2-hour session focussing on websites - why have one, basic design elements, using a site to communicate with clients, content, marketing and compliance.

IFA Systems assists IFA Promotion in updating their Web Directory January 2007

We are pleased to have been able assist IFA Promotion in the updating of their latest Web Directory, published in January 2007, and circulated to all their members. The aim of the guide is to help IFAs get their business online, including the setting up of a suitable website. The Directory includes a section which we compiled on how an IFA or Financial Planner can set up and maintain a website for their firm.

IFA Systems exhibits at the Whitechurch Network annual conference December 2006

As IFA Systems are one of the recommended website design firms for their members, we had a stand at the Whitechurch Network's annual conference at Tortworth Court, Gloucestershire.

IFA Systems presents Member Benefits offering to attendees at IFPs' annual conference October 2006

We presented the key features of our offering to members of the Institute of Financial Planning at their annual conference 11 and 12 October 2006 in Hinckley - see the templated Financial Planner websites we offer.

IFA Systems exhibits at the 1st Annual Conference June 2006

To highlight the benefits of our Portfolio Adviser link with back office system Adviser Office, we exhibited at the 1st Annual Conference at the National Motorcycle Museum at the end of June. We were very pleased to see so many of our existing clients there! Additionally, we spoke with many new enquirers, not just to discuss Portfolio Adviser but our other web-based services as well.

IFA Systems presents and exhibits at Plum Software's Open Day April 2006

At the Open Day held by Plum Software in Coventry for their users, we presented how our Portfolio Adviser system links with data from Plum Software, enabling the Adviser to upload a snapshot of a client's portfolio to his website for the client to log in and view on-line securely.

IFA Systems exhibits at the PFS inaugural conference November 2005

We were glad to meet existing clients and new enquirers at the PFS conference at the ICC in Birmingham 21 and 22 November 2005. At our stand we were able to demonstrate live our products and how they can help Financial Advisers work more efficiently.

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IFA Systems in the Press

We are often asked to write articles in the industry press on topics related to website design for Financial Advisers. Here are just some of them:

Professional Edge Bulletin October 2007 - Promoting a professional image
Whitechurch Matters October 2006 - Enhancing your presence on the internet
Professional Edge Bulletin May 2006 - Offering added-value to your clients through your website
Financial Adviser 25 August 2005 - Getting started on the web
Financial Solutions April and July 2005 - 2-part articles on web designs for advisers
Professonal Adviser 9 December 2004 - Finding ways to work smarter using the web
Professional Adviser 22 September 2004 - The internet and the fee-based adviser
Professional Adviser 30 August 2004 - Serving clients better through your website
Selling Financial Solutions November 2003 - Websites for fee-based advisers

In addition we have been researching and collating data for IFA Promotion's directory of web-based services, issued to all their members, every year since August 2001.

IFA Systems Press Releases

The following are recent Press Releases that we have issued, which can also be downloaded here in pdf format:

Enhanced portfolio reporting March 07 - IFA Systems' new product enables an IFA's clients to get instantly updated valuations, initially from Fidelity and Selestia

Website workshops January 07 - joint Press Release with Winterhur Life on series of website workshops around the UK in March 2007