Client Services

Your website comes with a set of pre-populated pages which provide a comprehensive introduction to key financial products and which include information on:

• What they are for
• What to think about when considering their purchase
• Why it makes sense to seek advice

The information is easy to navigate, and you can use the Content Management System to update or add to these pages as you require.

Some clients are happy to take greater control of managing certain aspects of their finances. We therefore offer you the option to integrate with on-line Fund supermarkets, thus enabling your clients to buy funds on-line, in some cases switch or sell funds, and even view their portfolios.

General insurances are increasingly seen as commoditised products, but you can still help your clients by providing them with access to such products on your site. This white labelled service is from Ceta and can provide access to a range of products including:

• household
• travel
• motor
• pet
• commercial
• mortgage safeguard, etc

Visitors can get a quote, and complete an on-line application form, on which you will receive a share of commission. You simply need to create an agency with Ceta and then link to their site using the tools we provide.

Many IFAs have commercial arrangements with the providers of various legal services such as Will Writing. We have made it easy for you to incorporate such links in to your site and to provide a full description of the service provided by the third party.

Our library section lets you build up a knowledge base of general financial information as a useful reference source for your clients, including your own articles and content available from other sites.

You can structure the library however you want, our automated linking system will always ensure that your users will find it easy to navigate to the information they need.

Depending on the breath of advice you provide, you may wish to offer your clients the ability to obtain and compare quotes through your site for term assurance, mortgage protection, critical illness cover and even pensions. We can help you to do this, and support links to ExWeb, WebLine and a number of other providers.

The catalysts for clients requiring financial advice are often key events in their lives such as getting married, starting a family, buying a house and changing job. We provide a set of pre-populated pages which outline these key events and illustrate the potential impact on their financial requirements.

The information is easy to navigate, and you can use the Content Management System to update or add to these pages as you require.

Keeping abreast of the latest mortgage deals is a constant challenge which is why we have included the facility to integrate with Orbiter Online. This can enable you to provide your clients with lists of current mortgage best buys, an interactive mortgage search based on the criteria your clients enter, and the facility to commence a formal enquiry