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.

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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.

Need your IFA website content to be taken care of for you? By a compliance-savvy team? Check? WEBPRO Adviser can help.

Contact Us Now

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

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.

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

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

  • 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!

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

  • 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.

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!

Drop us a message