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

Management

Anyone Can Create A Live Site In Under An Hour

Just register, and create your website. We will immediately send you a pre-populated site template that you then simply need to personalise using our easy to use Content Management System. This means your new site can be up and running in under an hour, although you are of course free to add as much further content as you want or to edit or delete any existing content.

Analytics And Reporting

Your site has a built-in analytics suite which produces reports on everything from how many people are visiting to what pages are most popular. Alternatively, you can also easily configure your site to use Google Analytics for your management information.

Automated Backups

For your peace of mind we provide regular automated backups of your website and of the content you create. This service is included within your monthly fee of just £35.

Compliance Control

You may not want the changes you make to your site to be 'published' immediately. For example, you may ask a colleague to write an article for the site that you want to review before it goes live. Alternatively, you may require compliance approval for an update you are making to your colleague's profile information.

Our Content Management System takes care of this for you by providing a comprehensive content approval and publishing system. This records the different content versions that you create, and allows you to apply your own approval process before the content is published.

Your site will maintain an historical record of all pages, allowing for easy reversion to older copies, and you can safely create new content or update existing content without affecting the published version of your site.

Content Management System

Our powerful Content Management System lets you:

  • Create new web pages.
  • Write or modify text using the built in editor or by 'cut and paste'.
  • Insert images and tables in to your content to increase impact.
  • Add links to other pages or even to other web sites.
  • Attach supporting documents to your web pages.
  • Publish your new pages immediately or save them pending authorisation

There are four real benefits to this feature:

  • You can make changes to your web site whenever you want.
  • You can easily experiment with page layouts so that you get the exact presentation you want.
  • You can easily keep your site fresh by regularly creating new content.
  • You save money because you do not have to pay an agency to make the changes.

Fully Hosted Solution

To make your life as easy as possible, we provide a fully hosted service as standard within your monthly fee, including regular automated backups of your content. This means you do not need to worry about managing the servers, updating software, copying data on to backup disks or similar service tasks, as we handle all of this for you.

For added peace of mind, all our servers are based in the UK and supported by UK staff.

Keep Your Current Web Address

You can keep your current web address and use it for your new IFA Line website, or you can set up a new address if you prefer.

Your new IFA Line website address is derived from the ‘ifaline.com’ domain name, so if you want to call your site 'moneyadvice', and that name has not already been used, your web address will be 'http://moneyadvice.ifaline.com'.

However, you may already own the address 'moneyadvice.com' in which case you can continue to use this by transferring it to us or by redirecting it to your new IFA Line website.

You can also purchase a new dedicated domain name for your new website. Just contact us and we will set it up for you. 

Inclusive Email Accounts

Your new website includes up to 10 email accounts for use by you and your colleagues, and these addresses will share the same domain name as your website (e.g. JohnSmith@ moneyadvice.ifaline.com).

We also include tools to allow you to manage these accounts (e.g. create, allocate and delete) and to enable you to forward any emails from such addresses to your regular email service.

 

 

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