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 Engagement

Asset TV

Asset TV gives you online videos which provide comprehensive financial reporting and insight. We have therefore integrated this service in to every website, which helps you to ensure you are providing a constant stream of relevant, engaging and regularly updated content to your clients.

Links to External Sites

There are a number of third party websites which your clients might find useful, so we therefore provide a facility which allows you to compile a list of links to such sites. These are displayed on a dedicated links page and can also be shown as a ‘block’ on other pages of your site.

Live News Updates

One of the most useful features on your site is the Live News Update which lets you display the latest financial news headlines from sources such as the BBC. As the news is regularly and automatically updated, it will help ensure your users keep coming back to your site.

We've already added some news feeds for you, and you can add your own or replace the existing feeds.

Polls

Polls are a great way to engage with your clients and obtain feedback on your service. 

Our poll feature is very flexible and allows you to create a wide variety of polls from single responses through to multiple questions. Take a look at one of our demos. 

Stock and Currency Charts

Getting your clients to visit you site regularly depends on you providing information which is relevant and regularly updated. To support this we have incorporated a range of real time, interactive stock and currency charts in to all of our sites.

Videos And Presentations

A great way to bring your site alive and to keep clients coming back is to incorporate a range of relevant videos and presentations. We have made this easy for you by providing tools which let you add third party videos from sites like YouTube or Google, as well as online presentations from SlideShare. You can even create your own corporate videos, upload them to YouTube and then embed them in your site.

The videos and presentations appear in a ‘slideshow’ block on your front page, as well as on the dedicated videos and presentations page.

 

 

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