Financial Calculators

Would you like for your new IFA website to convey your credibility and professionalism? Intent on having a site that ensures prospects and clients feel comfortable about using you for their financial advice? Keen to give potential clients that all-important favourable first impression of your business?

Perhaps you feel that you’d like to increase your market share by offering something that your competitors don’t? That you are a forward thinking, innovative company with up to date resources? And that you like to add value where you can? And would you like to do all of this efficiently, without having to use costly resources?

If the answer is ‘Yes’, WEBPRO Adviser can help.

How they work

Our financial calculators can help any of your website visitors interested to know more about how your financial services might work for them. For example, if you offer advice on equity release and your website includes the relevant calculator, someone considering equity release as an option can use it to work out approximately how much they’re likely to be able to access.

They merely give your potential clients an idea on where they might stand financially after crunching some numbers. This information is not binding – it can’t be. As an adviser, you will already appreciate the importance of guidance and regulations and checks. That’s why your help and advice is so very valuable – to prospects and regular clients, alike.

The many benefits

Our online financial calculators are carefully designed to enhance your IFA website. To give it added interest. They are seamlessly integrated into your website; we can recolour them, so they are in keeping with your own corporate branding.

From your own viewpoint, no upkeep is required. WEBPRO Adviser ensures they are working effectively in the background. All our calculators are automatically updated as legislation changes.

Naturally, we ensure that they are all responsive and mobile friendly, for today’s ‘on the go’ world. Take into account the call to action to elicit enquiries, and you can see what these can add to your website, at no extra cost.

Treating customers fairly

We understand the FCA’s treating customers fairly guidelines. We treat our clients fairly, too. Just as your website must clearly state each calculators’ purpose, it’s only right that we explain the following:

WEBPRO Adviser makes no warranties or representations of any kind, including warranties as to fitness for purpose or merchantability. By using this program, you acknowledge that WEBPRO Adviser shall not be responsible for any damages resulting from the use of Financial Calculators by you or any other person, however caused.

If you have any queries on the workings of your calculator – or calculators – we will do all we can to help.

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.