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