IFA Systems Ltd
Contact: Diana Baker, Matthew Gilder
27 New Street
Charfield
Wotton-under-Edge
GL12 8ES
Tel: 01453 521 855
Fax: 0870 420 8391
Email: info@ifa-systems.co.uk
Services Offered
IFA Systems Ltd designs, maintains and develops websites and website features solely for financial advisers. They offer a range of services to suit the adviser's requirements.
Benefits to Financial Advisers
- A suite of templated websites, to suit the adviser's needs and pocket. These are all badged and custom-coloured for each adviser, and include:
- a starter site (IFA Introsite)
- a comprehensive site (IFA Infosite)
- a package for Financial Planners and Fee-based Advisers
- a package for Mortgage Advisers, with optional interactive sales features
- A range of Website Add-ons - features which can be added to any site at any time, some of which have been developed exclusively by IFA Systems, and include
- Portfolio Adviser - our portfolio reporting system which links data from a back office system to a secure area of the website for clients to view Portfolio Updater – obtains policy data direct from certain product providers on a real-time basis and displays this securely for clients to view Document Manager – enables the upload of all types of document to the website for the client to download
- Calculators and generic information, newsfeeds and factsheets, etc