Every one of our sites is custom designed, so there is no limitation on style or functionality. And with our rich library of content and application tools developed over the last seven years, you benefit from the cost and speed advantage of using readily available proven “off the shelf” solutions with the added advantage of a completely customized presentation layer. These are just some of the applications available:
Interactive Planning Tools
A range of calculators for pensions, inheritance tax, savings, investments and protection. They can be branded and customized, and integrated with customer databases for profiling and analysis.
Research Data
Use rich content to empower your clients to research data, including tax tables, savings, mortgages, fund performance and equities.
Online Valuations
Integrated with your back office systems, clients can you self-serve and get their data anytime and anywhere. With unique usernames and passwords, remote access to data over secure servers, clients can view and print valuations, policy schedules, transaction histories and statements – saving you time and enhancing client services.
Virtual Portfolios
With live fund performance data for pensions, unit trusts, offshore funds and UK equities, with history for up-to 5 years, clients can create and manage their own portfolios with charting tools and indicies for monitoring performance.
Fund Supermarkets
Consumer facing interfaces have been developed for Cofunds and FundsNetwork, so now your clients can monitor investments, switch funds, transact and report without you having to do it all for them.
Live Comparative Annuity Quotes
We have developed XML links with product providers for online comparative annuity quotations. This spells the end of waiting up to 48 hours for a faxed quote to arrive - this empowers you to offer genuine quotes across half a dozen providers within minutes, either in the office or customer-facing - all online and fully branded and integrated with your website.
Content Management
Using MS Word style tool bars with simple editing and formatting tools, you have full control over your web site for day-to-day control of updates to any content including news pages, images, document libraries and client log-ins. This reduces your maintenance cost and puts you in control for keeping your content fresh and updated.
Email broadcasting
Encourage visitors to register on your site, capture their details, store in a database, create email newsletters and messages with well designed HTML templates, and broadcast messages to all or selected clients and prospects.
Statistics and Analysis
Monitor click throughs from emails, referrals from search engines, time spent, pages visited, conversion ratios and visitor trends. Present data graphically online and in print to track your site performance and customer activity.
Online Applications
