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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 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!
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