Content Management System

Do you often have information that you feel would be beneficial for your financial services clients to see? That would enhance your IFA website? Yet, due to time restraints, you haven’t managed to upload it? You feel it’s an opportunity wasted? Perhaps it was a news item or a blog? And you believe it would have added value to your existing clients? Or even attracted new customers?

Perhaps you sometimes have critical information that you want to show clients? And uploading it has taken what feels like forever, meaning you’re working even later into the evening than usual?

It’s OK. Help is at hand…

Content management systems benefits

There are numerous advantages to working with a content management system.

Typically, our IFA clients use our CMS to add, edit and remove content which is specific to them; such as About Us text, team member information, contact details, blogs and newsletters.

So, if you have just won an important financial services award or have just secured a fantastic new contract, for example, and you feel you’d like to make this news available as soon as possible, you can upload a blog or newsletter the moment the item is ready.

Although we are happy to undertake any modification instructions from you, CMS systems are particularly user friendly, which is great to know in case you decide you want to make these changes yourself.

Benefits of using WEBPRO Adviser

There are some updates and changes that are automatically taken care of for you. For example, we keep the compliant content up to date and we maintain the system as a whole, making sure everything is working as it should. We also install updates to ensure everything is permanently kept secure.

In addition to this, you can choose for the WEBPRO Adviser team to complete any of the updates which are described above – namely, your About Us and team member information, contact details, blogs and newsletters – all as part of the monthly licence fee. Our dedicated support team carries out these updates on receipt of an email from you, confirming the changes you’d like made. Easy, eh?

CMS services to suit you

You may feel uncertain about whether to make the mentioned changes yourself (you or designated team members) or whether to instruct WEBPRO Adviser to take care of everything for you. This is entirely your choice. You may rather have complete control; or perhaps you have larger volumes of content that need to be uploaded in quick succession, such as a frequent blog. In these instances, you may – or may not – feel it would be better to keep these updates in-house.

Alternatively, it may make perfect sense to send the content to us and let us take care of everything for you. As a busy IFA you may just need a hassle-free solution from a company you can trust to get it right.

OUR PRODUCTS & SERVICES

Financial Services Networks

WEBPRO Adviser are the preferred supplier to several financial services networks and we have excellent working relationships with the compliance departments within them.

IFA Specific Content

Our website packages come with written content specific to the services offered by financial advisers, at no extra cost.

Pre-approved IFA Content

All of the written content offered by WEBPRO Adviser is pre-approved by the relevant compliance departments.

Compliance System

Our purpose-built compliance system means a more streamlined process of website approval and reapproval, for everyone involved.

Compliance Approval

Because WEBPRO Adviser communicate directly with compliance departments, when it's time to go live, we'll know about it!

Content Management System

Want to make small changes to your own website? WEBPRO Adviser's CMS can make that happen.

Here to Help

If you'd rather leave the management of your IFA website to us, our Support Team are always at the other end of the phone.

Financial Calculators

WEBPRO Adviser offers a range of financial calculators which are included in our website packages at no extra cost.

Increased Productivity

With WEBPRO Adviser taking care of all of these things for you, you will have more time to focus on your financial business.