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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)
  • 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
  • our Document Manager programme to upload your IDDs/Menus as required
  • a quick Enquiry Form
  • our Client Login feature, Registration level, linking to a range of pre-populated forms, storing the client details on our secure server, secure messaging and other invaluable features
  • staff list (updateable on-line yourself)
  • news page (updateable on-line yourself)
  • relevant RSS newsfeeds, which you can customise yourself
  • 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 throughout
  • site map
  • extensive glossary
  • link to Trustnet's new website for fund research