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Key features

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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
  • choice of images in the top header as standard, or we can use your own images for a small extra fee
  • ability to add your own text on all main pages using our Website Manager programme
  • ability to upload your own documents using our Document Manager for enquirers to download, including IDDs and Menus - and a separate link for client-only documents
  • our Tell-a-Friend feature
  • 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
  • disclaimer and privacy statements
  • relevant regulatory statements
  • inclusion of industry logos where required
  • two levels of our Client Login facility, for prospects and clients to register through your site
  • full online factfind
  • a range of features only for clients to use - a range of forms, 2 Factsheets written by us every month, free call-back button, and our own full factfind screens, with secure access to you and the client to view and amend details
  • 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)
  • use of our own on-line Website Manager to manage your website contents
  • option of adding further Addons for an additional charge