04 February 2012
Solution Benefits

IFAPortal websites utilise an extremely powerful content management system (CMS); it's simple to use yet extremely flexible. You'll never need to pay a web designer to update your website again! Our CMS is based on Microsoft's .NET 2.0 technology so can be extended and improved over time.

With IFAPortal there's no software to download or install it's all managed by us on our servers.  You don't need any technical expertise to create a great online presence, and though you can extend your site in which ever direction you choose, out of the box IFA Portals publish and update a wide array of relevant, current and compliant content to your website. You don't have to do anything if you don't want to!

For the more adventurous, IFAPortal websites come with a suite of tools built in that will help you expand your professional web presence.

TAKE CONTROL
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Take control of your website
If you have ever been through the process of planning, designing, commissioning and maintaining your company website you will no doubt have realised that:

  • The content of your website needs frequent revision.
  • You need more pages than you originally thought.
  • Several different people need to contribute content.

IFAPortal websites use a flexible framework that helps maintain a constant corporate brand image whilst allowing you to create unlimited pages and add modules whenever and wherever they are needed.

INCREASE COMMISSION
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Increase your commission
As financial advisers ourselves, we know there are many areas of the business which require too much effort for too little reward. 

What happens when a client rings for advice on a savings account, or the best credit card rate, just as you are about to set off for an appointment to visit a high-net-worth client? The answer is plug-it-in!

Plugins represent an easy way to increase your commission fees, rather than your work load, and many third party financial services plugins are available to use on your IFAPortal website.

Your clients can compare and apply for a large range of products online - and you still earn your commissions in the usual way as long as they do it on your site!

SHARE INFORMATION
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Share information more effectively
Imagine being able to access your digital assets - files, documents, diaries, presentations, databases - through a web browser. Or being able to allow your partners or clients access to authorised information, product catalogues - even to trade with you online! All of this, and much more, is possible with an IFAPortal website.

SAVE TIME, SAVE MONEY
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Save time and money
Many businesses soon become disillusioned with their website because it needs updating, and the traditional path to this involves contacting the original web designer and paying for the amendments - a common scenario which can be costly. 

Moreover, in the complex and strictly regulated financial services sector, it is often simply not economic to educate and hand hold a non specialised website designer throughout the design process to ensure your website is compliant.

With an IFAPortal website, we look after the content on your behalf, updating it as legislation changes, but anything you want to add can be added, and this can be achieved quickly, simply and at nil cost.

IMPROVE CLIENT RETENTION
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Improve client retention
Clients today are more discerning and demanding than ever. To protect your investment in time already spent advising them you need to:

  • Keep yourself in front of them.  Make sure you have a website, and that they bookmark it!
  • Keep them informed. Add relevant news, tips and advice and ensure that your site content is appealing, topical and up-to-date.
  • Keep in touch. Send out regular monthly newsletters and include more advice and more reasons for them to stay loyal to you.
  • Keep them away from your competitors. The simple fact is that if you don't provide them with all the financial tools and information that they need, somebody else, probably one of your competitors, will!

Nobody knows your clients' financial requirements better than you, so who better to control the content of your site than you?  An IFAPortal website will allow your clients to source all their financial products from just one company - yours!

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