Financial Planner - key features

Our Financial Planner 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 secure 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 contained in 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 our own author every month, free call-back button, with secure access for you and the client to view and amend details, ability to upload personal documents for a particular client, secure messaging, bulletins for clients only. (NB this module is replaced with an Enquiry Form in the reduced version)
• assistance with compliance approval - all the major Networks have approved the sites which we have set up for individual members based on Financial Planner sites.
• hosting for your website files on our server via amended "A" records for your own 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
• option to apply your own design for an additional charge - ask us for details
• build time can be as little as 7 days from start to completion!

• Designs
• Terms
• Costs
• Marketing your site