|
Having worked with several providers of packaged online investment facilities, plus building award-winning bespoke fund supermarkets, Screen Business is best placed to design and develop a platform that communicates your ISA strategy effectively. As an example, we began developing our fully branded and bespoke Cofunds integration back in 2002. This included online purchase ISAs and Investment funds, plus online valuations of funds held within the Cofunds environment. The service alos includes online Switch and Topup functionality, and pre-populated Re-registration and Sell forms. In response to market demand, and in order to demonstrate our flexibility and ongoing development, we produced a questionnaire that generates a pre-defined model portfolio based on the client's Attitude to Risk and Investment Aims. These are all controlled by the IFA using a simple online screen securely hidden behind the website. Other features we have developed include historic fund data, comparative charting, risk rating and portfolio analysis, and many other tools that may be useful to you and add value to clients in the future. |
Web-based client servicing tools and interactive applications can increase both revenue and client retention. Some of our most popular tools are: |