Portal Builder
- Personalised to your firm’s brand and corporate colours
- Enables advisers and their managers to track and monitor new and pipeline business, and commission information – ‘Opportunity Tracker’ – without the need for advisers to have a Client Care Desktop licence
- Provides your own branded quotation portal, powered by Webline, that all your advisers can use
- Enables you to manage the content of your own website
- Enables you to give product providers access to your advisers – in a manner that’s dictated by you (a feature many providers are happy to pay for)
- Unique logins and passwords with security levels set and managed by you
- Online forums – that can be moderated by you – enabling advisers and staff to share information in a secure environment
- One central store for all your corporate information
- A central calendar for all company events, meetings and critical information
- Easy to use, easy to deploy and easy to administer
- Consistently excellent results with no design or presentation skills
Portal Builder is based on an SQL database. The database holds the structure of Portal Builder and all content (text, images) as well as the rules that dictate how the content will be presented to the end user.
The site administrator – someone in your firm – has complete control over the content and levels of access. The administrator can add and remove sections, news/information items, upload documents and create links.
The different content styles give you the necessary structured screens to enter content easily with the guarantee that the information will be presented consistently to the visitor.
You have the ability to set an expiry date, make content live or take it offline and preview what you have done and content can be moved around the site easily within the editor (which is very useful if you wish to merge sections or if you place something in the wrong place).
