What makes us different

Whilst not a direct comparison with other providers of websites for financial advisers, each of the points below is a brief outline of the features or qualities about us and the services we provide that may not be found elsewhere. Read further to see just how flexible our products are!

If you need any further details, or want to discuss how we can provide a site for your own particular requirements, please call us on 01453 521855 or email info@ifa-systems.co.uk

About us
• IFA Systems was the first company to produce a templated website solution for IFAs in 1999
• Many of our staff have a background in financial services
• We provide a personal service in setting up and supporting your website, including telephone contact and training - we don't leave the site build and maintenance up to you.

Our types of website
• Five different levels of website to suit your preferred style and business approach
• Our websites are written in .php website script and are quick to load.
• All sites will be branded with your own logo and colours for greater distinction
• Our many different styles are all customisable to give your site a completely individual look.
• Most of our sites give the ability to select from a range of images, or to provide your own images.
• Our sites include a text-only version to comply with the Disability Discrimination Act 2005.

Website features for general site visitors
• Pages of your own text, editable by you
• Staff list, with details of each staff member on their own page of the website.
• 16 Calculators, with results displayed in easy-to-view graphic format.
• RSS news feed, with flexibility to choose the source of the news yourself.
• Financial information, with over 30,000 words of financial information spread over nearly 100 pages.
• Life Stages, a ‘layman’s tour’ through each step of life helps to simplify often complex topics.
• Glossary, providing definitions of otherwise complicated financial terms.
• Your own News page, an opportunity to personalise your website by displaying your own news articles.
• Links page, giving you complete flexibility as to which external links you would like.

Secure website features for clients only
The Client Information Centre (CIC) is the secure area of your website. CIC has a number of invaluable functions:

• To provide a part of your site that is specific, individual and personalised to each client.
• To send and receive secure messages with your clients, to comply with FSA requirements.
• To give access to personal documents, such as PDFs of portfolios etc, for each client.
• To provide newsletter, bulletins etc for clients only
• To aid the review process with a factfind which the client update with changes to their circumstances.
• To issue e-newsletters to your clients, keeping them informed with newsletters, articles, etc.

Portfolio modules to enhance your service to clients
• Our Portfolio Adviser module enables you to upload data from Adviser Office to the Client Information Centre in your website so the client can view their portfolio summary online
• This can be further enhanced with our Portfolio Updater and Fund factsheets links
• The WebFolio product we provide for JCS users offers a customised version of our Portfolio Adviser module.

Content management system
Our Website Manager function provides you with many invaluable tools to further help you use your site effectively:
• Send automatic reminders to your clients of annual reviews via personalised messages.
• Upload contact details of your clients from certain back office systems for quick registration within your site.
• Edit your own text, staff details, news items newsfeeds, links, available documents, client bulletins, etc
• Allocate clients to a specific adviser within your firm, and/or to a specific client group
• View audit trail of factfind changes made by client
• View various management reports on source of enquiry, levels of usage etc
• View stats on your site’s activity (requires appropriate hosting account).