Modular Website
The Modular Website offers a remarkable depth of functionality from which you can select as much or as little content as you need, including:
- Guides – a comprehensive range of over 600 pages of guides (compliance approved) to educate your clients. These are there to educate, to provide a platform of knowledge to help clients and prospective clients understand the array of financial planning options in the context of their own position and circumstances.
- Calculators – to help them self assess needs, the areas covered include investments, retirement plans, homes and loans, and education.
- Research – to enable them to find the products they want, including current accounts, cash Mini ISAs, personal loans and credit cards.
- Response forms – to encourage them to make contact with you for your advice.
- E-commerce – functionality so they can buy online, including home contents insurance, medical insurance and life assurance. All commission generated on sales via your website is, of course, yours without deduction. The websites are updated regularly with new content.
- Design options – the ability to add imagery to your website, such as logos or photographs.
- Bespoke Design service – we can create a design that fully reflects the brand and style of your business.
The easy-to-use online edit suite puts you in complete control of your website. A number of areas can be configured by you: text can be uploaded to the home, profile, services, testimonials and contact us pages.
