IFA Systems in the Press
Keeping clients up-to-date with their portfolios. February 2010
Read how one IFA uses our tools to keep their clients sericed online with secure access to personal details in an article in Financial Planner magazine issue March 2010 ..... read more
Getting the best out of our systems. February 2010
Read a case study which appeared in Financial Planner magazine February 2010 of how one client is using his website and the features begind the secure login area to look after his clients efficiently and effectively. ..... read more
Secure messaging system highlighted. January 2010
In his review of secure messaging tools, Ian McKenna writes in Money Marketing of 7 January 2010 of the various options available including our Client Information Centre ..... read more
Professional Adviser article reviews how an IFA makes the best use of technology to work efficiently. November 2009
The article on p30 of the issue dated 19.11.09 covers all the many ways in which Interface Financial Planning makes full use of all available technology, including our own website containing the secure Client Information Centre and Portfolio Adviser modules, to service his clients efficiently and effectively ..... read more
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
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
- Professional 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
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 Winterthur Life on series of website workshops around the UK in March 2007
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