IFA Systems Logo - website designers and website managers for professional financial advisers

Providing website solutions for
professional financial advisers

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Intro

Key features

Terms of business

Case study

Costs





Infosite 2

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!