IFA Systems Logo - website designers and website managers for professional financial advisers

Providing website solutions for
professional financial advisers
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Intro

Key features

Terms of business

Case studies

Costs
Financial Planner 1

Financial Planner - key features

 

Financial Planning websites offer you the following features:

  • professionally designed website, set up and coloured by us to match your house style
  • your firm’s logo and title at the top of every page
  • wide choice of images from our own library, or we can use your own images
  • customisation of standard section and/or pages names as required
  • ability to add your own text on all main pages
  • ability to upload your own documents using our Document Manager for enquirers to download, eg Client Agreements- and a separate link for client-only documents
  • our Life's Stages feature, highlighting financial considerations at various stages of life, but without the links to further generic information as per our Infosite packages
  • our Testimonials module, for clients to add their comments
  • various RSS newsfeeds updated continuously
  • Asset TV for a range of investment-related videos, updated regularly
  • quick reference FTSE chart, and further access to other market charts
  • disclaimer and privacy statement
  • relevant regulatory statements
  • inclusion of industry logos where required
  • our Client Information Centre facility, for prospects or clients to use.  This include an online factfind with audit trail of any changes, and a range of features only for clients to use - a range of forms, 3 Factsheets written by us every month, free call-back button, with secure access to you and the client to view and amend details, ability to upload personal documents for a particular client, secure messaging, bulletins for clients only....
  • assistance with compliance approval - all the major Networks have approved sites which we have set up for individual members based on Financial Planner sites.
  • your own domain name if you don't already have one, with web and e-mail forwarding (eg web address of www.yourname.co.uk and e-mail address of name@yourname.co.uk)
  • hosting for your website files on our server via amended "A" records for your domain (first year's fee included)
  • manage your website contents through our own on-line Website Manager
  • option of adding further Addons for an additional charge
  • build time can be as little as 7 days from start to completion!