IFA Infosite - key features
The basic IFA Infosite package contains all of the following features
as standard:
- 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)
- site coloured to match your letterhead. Your logo added (NB some
logos may require additional work for which we will quote
beforehand)
- customisation of standard section and/or pages names as required (extra editable pages can be added for a small charge)
- wide choice of images from our own library
- comprehensive generic financial information updated for you as and when necessary
- a range of calculators updated for you as and when necessary
- 5 pages for your own text about your firm,
updateable on-line by you
- quick reference FTSE chart, and further access to other market charts
- our Document
Manager programme to upload your Client Agreements as required
- a quick Enquiry Form
- our Client
Information Centre, which includes a
range of pre-populated forms, storing the client details on our
secure server, secure messaging, client bulletins, ability to upload client documents, and other invaluable features
- staff list(updateable on-line yourself)
- your own news page (updateable
on-line yourself)
- relevant RSS newsfeeds, which you can customise yourself
- Asset TV for a range of investment-related videos, updated regularly
- links to relevant financial sites, which you can add to yourself
- mailing list registration
- testimonials page (managed on-line by you)
- disclaimer
- relevant regulatory statements , warnings and disclaimers throughout
- site map
- extensive glossary
- link to Trustnet's website for fund research
- addition of industry logos as required
- assistance with compliance approval -all
the major Networks have approved sites which we have set up for
individual members based on IFA Infosite.
- hosting for your website files on our server via amended "A" records for your domain (first year's fee included)
- manage your website contents using 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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