Infosite - key features

The full Infosite package contains all of the following features as standard:

• 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
• up to 7 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 (NB this module is replaced with an Enquiry Form in the reduced version)
• 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 an 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
• option to apply your own design for an additional charge - ask us for details
• build time can be as little as 7 days from start to completion!

• Designs
• Terms
• Costs
• Marketing