Features and Benefits

Our inclusive web package incorporates a wide range of features specifically designed for financial advisors and planners. Each website provides:
Client Communication
Client Services
Design Features
Client Engagement
Company Information
Management

Client Communication

Blogs

Our blogging tool helps you to provide regular insight and opinions to your clients and site visitors, which in turn helps to create and build your relationship with them.

Your blog articles will appear on your home page and on a dedicated blog page, while users can also sign up to a feed to get your articles delivered direct to their PC.

Email Newsletters

Regular communication with your clients is important, so our websites includes a feature which enables you to automatically send out email newsletters featuring the content of your blogs, news updates and other articles on your site.

This facility can be integrated with MailChimp to offer a powerful email marketing tool, and to make it easy for your site visitors to subscribe to your regular email newsletters.

News

Regular communication with your clients is vital which is why we have included a ‘News’ function which allows you to publish information such as changes of personnel, new services you offer, Christmas office opening hours, or any other news which you think your clients would find useful.

The news updates appear on your front page as well as on a dedicated news page, while your users can also opt to have it streamed direct to their home computer.

RSS Publishing

RSS is a mechanism by which you can send content that appears on your site:

  • Direct to your users PCs via an RSS reader
  • To any pages you may have on social networking sites such as Facebook and LinkedIn
  • To other online services such as email marketing tools like MailChimp

This will in turn generate a wider audience for your site and encourage existing users to return regularly.

You may notice the RSS icon at the bottom of most site pages, and clicking this will show you the content of the RSS feed. Your site will be automatically configured to generate a very rich variety of such feeds, details of which can be found on your sitemap.

Social Networks

Most of the UK population are members of at least one online social network; indeed Facebook has over 25 million users, 55% of whom are aged over 30. We have therefore incorporated tools which make it easy for your visitors to connect with you on a variety of Social Networking sites, including LinkedIn, Twitter and Facebook.

Visitors can also easily tell their friends and contacts about you and your useful content by using tools such as Buzz, Reddit, and a host of other content sharing and bookmarking services.

Twitter Links

Twitter is a modern phenomenon, with many millions of users who increasingly employ it to search for information which is useful to them. For this reason, our sites provide comprehensive Twitter integration, enabling you to display your user’s tweets on your site, as well as making it easy for visitors to share pages from your site with their Twitter followers.

You can also include the Twitter details of your team or your corporate twitter identity.

 

 

See Demo Sites  Register Now    Create Your Site Contact Us