Financial Planner sites
Do you want to promote your firm in a professional manner, stating
clearly how your approach differs from others, showing your identity
strongly,
and giving your fee-paying clients an added-value service? If so,
we can set up just the website for you, through our Financial
Planner Website package. We are updating our designs all the time, and to create attractive designs with a
clean, fresh appearance and easy navigation.
Although these sites are still templated, they are extremely flexible,
in that we can change the section names as well as the page names
as you wish. We will embed your logo and colour the site to match
as standard, and you can choose the theme of the images illustrating
each section from our standard range. There are lots of pages for your
own text (updateable on-line), and an additional level of
client login for accepted clients, giving factfind pages, factsheets,
forms etc which enquirers don't see, along with the ability to upload a personal document for a particular client.
Demos
There are currently three styles of Financial Planner websites,
all of which offer the choice of images, or using your own images for a small extra cost.
Click on the thumbnails below to try out each site.
Key Features
The Financial Planner site focuses on the
service you offer rather than product information, although you
can choose to add
any of our website add-ons that you wish to enhance the content.
Among the features of this site are:
- Site badged with your logo and coloured to suit by us.
- Option of customising the section and/or page names as you
wish.
- Many pages for your own text, updateable on-line.
- Our own "Life Stages" feature, highlighting financial considerations
at each stage of life.
- Two levels of our Client Login feature, Registration and Client.
- Ability to upload documents yourself, either
for enquirers or for particular clients.
Read more...
Costs
Each Financial Planner website is set up individually
for a cost of £450 + VAT, and an ongoing cost £65 + VAT per
month. If you prefer to pay annually up-front the cost starts at just £1,152
+ VAT for the first year, and £702
+ VAT pa after that. Minimum contract period 1 month. See Terms for more details.
Order a Financial Planner site today
Ordering a Financial Planner website is simple:
just decide which style you want, then click on the
Order button
on the
left, or click
here,
and
complete
the on-line Order Form. We will then contact you regarding
any further information we require, and give you a link so that
you can watch the site being set up. We try to keep the process
straightforward
for you, but will need you to send us files such as logos, letterhead,
IDDs etc in order to personalise your site. Depending on how speedily
you can get this information to us, we can have your site set up
within 7 or more days, ready for your compliance officer to check
over.
|
