Compliance system

If you’ve ever dabbled in creating your own DIY financial adviser website – or had a generic website company put one together for you – you will almost certainly have had dealings with your compliance team or compliance officer.

It isn’t often that a website will pass financial compliance first time around. There are all too often tweaks that need to be made and sometimes a lot of changes are required. It could be the overall message the site sends out – perhaps by way of its text or even its images – that contravenes the required regulations.

Get the look. Compliantly.

For a financial adviser website to be effective, it must do many things. Visitors will expect a warm welcome and will only stay if it’s well designed. If impressed, there’s a much greater chance they’ll contact you.

The images they’re met with – photos, illustrations, graphics or videos – can have an incredible instant impact. Well-chosen, carefully displayed words can explain more about your business’ IFA services. And if you provide tools, such as relevant financial calculators, for example, this will spell professionalism and reassurance – both of which will be crucial for any client contemplating financial advice, of course.

Now imagine achieving the look you’d like and eliminating the need to get involved in compliance. It’s possible.

Our compliance system benefits

Naturally, if clients find your IFA website as easy on the eye as it is to use and they feel safe and secure using it and sending data through your site, they’re more likely to recommend you. Similarly, the passive browsing client, who may soon need an IFA, will be more inclined to investigate.

This more efficient way of confirming that your IFA site is in line with regulations means that you can enjoy peace of mind. The process is made so much easier for you. Using WEBPRO Adviser as a mediator between you and your network’s compliance team saves you time and subsequently, money. Knowing that your site is in the hands of a particularly experienced financial adviser website team frees up your time so you can focus on driving your business forward.

Ready to form a compliance alliance? We’re with you! WEBPRO Adviser has you covered.

Our website was a complicated project due to the complexity of the different trading companies and each being individually regulated. Each website had to be passed by a very strict financial promotions approval department which took considerable time and effort and was accomplished by the professional webpro IT consultant Sadie. Nothing was too much trouble and communication was fantastic.

Mr Kerry Hollowell, CEO

PRG Independent Limited & PRG Financial Planners Ltd

Need your IFA site to hit the ground running speedily yet compliance is holding things back?
Have we got a nice surprise waiting for you!

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