IFA Website Services – the launch of a brand new tailored service

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July 23, 2020

IFA Website Services – the launch of a brand new tailored service

We are proud to officially launch our dedicated IFA website service, called IFA Website Services.

With experience working with IFAs and IFA networks for over fifteen years, and having an IFA on our board of Directors, we are undoubtedly one of the most well placed companies to provide website specifically for Independent Financial Advisers. Which is why we have put together a specific trading style dedicated to providing flexible website services to the IFA market.

Why have we launched this service?

There are many companies in the market who provide dedicated websites for IFAs. But we do not feel any of them have the depth of experience we have and, more importantly, that they offer a service that has encompasses all of the most important things that an IFA practice needs:

  • High quality and contemporary design
  • Complete flexibility in site layout, branding and content
  • Access to off-the-shelf templates and a library of content
  • Useful IFA tools (such as calculators) that can actually be styled to fit with the brand
  • Calculators and other tools that are actually up to date and work correctly
  • A full support service to update design and content whenever it is needed
  • Affordability

We have looked at a lot of other suppliers in the marketplace and believe they all fall short of the quality service that we believe IFAs deserve and that we know we can provide.

What is included

In short, everything that an Idio customer gets an IFA Website Services customer would get. That includes:

  • Full hosting and management of the technical aspects of their website
  • Secure hosting with SSL and dedicated portal to manage and edit the site
  • Access to all aspects of our powerful visual editing software with the flexibility on design and upgrades that provides
  • Full ongoing content and design support for any changes needed in the future
  • An affordable monthly fee
  • Cloud Hosting to keep your site online all the time
  • Server Monitoring to check for any malicious activity
  • Daily Backups of your full site in case anything happens and you need to restore
  • Security Pack installed to protect against hackers
  • Server Maintenance to keep hosting secure
  • Software Updates to keep your website running
  • License Renewals to make sure your features still work

Don’t know why these are important? Why not read this article which explains why this is critical for having a well run website that serves your business well.

Why is it the best IFA website service in the marketplace?

Two words – affordability and flexibility.

Our service provides you with everything you will need for an affordable monthly price but does not limit what you can have. You can choose to have any of the following:

And we also offer a range of FCA compliant content. But unlike a lot of other suppliers who have technical content written by IFAs for IFAs, our content is written specifically with your prospects in mind. It is easy to read and understand, which is critical in converting a prospect into an actual customer. Our content includes:

  • Equity Release
  • Investments
  • Mortgages
  • Protection
  • Retirement Planning
  • Tax Planning

And we have business client content as well:

  • Automatic Enrolment
  • Pensions
  • Protection

And in addition to that, we have IFA calculators that can actually be styled to fit your brand, rather than you being stuck with one design that doesn’t fit with your brand:

  • Pension Shortfall
  • Loan Repayment
  • Mortgages
  • Investments
  • Income & Expenditure
  • Inheritance Tax

We make sure our calculators stay up to date, which is why (at the time of writing this) we have one of the only Inheritance Tax calculators on the market that accurately takes into account all of the tax bands, the primary residence cap and charity giving all as part of tool.

Easily integrate other users functionality

Because our sites are built using WordPress, the World’s most used and most supported CMS (Content Management System) that means we can also incorporate any number of other functionalities. This could include:

  • Stock market feeds, styled as you want them and with the indices, companies and currencies you wish to feature
  • News feeds, sourced from independent news outlets such as The Financial Times and Sky News
  • Videos, embedded where you want

And much more!

Why should you use IFA Website Services, powered by Idio?

Quite simply because we will be able to offer you an unrivalled service that gives you a website that can sit seamlessly alongside the biggest names in the marketplace. And we can do it all for a very affordable price.

How is it so affordable? Because our business model is not about how much profit we can make. It is about how can we deliver a fair and affordable service to our customers. Our business is structured specifically so that it is easy, flexible and gives you what you need.

Compliant Websites and services for

INDEPENDENT FINANCIAL ADVISERS (IFAs)

Online services specifically designed to suit IFAs.

  • Unrivalled experience
  • Affordable pay monthly plans
  • No limitations or compromises
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