Sharing data

Client login to your website

For many firms, the company website is an extension of their literature range and does little more than provide contact details and a few words of promotion to prospective clients.

For a growing number of firms, the website does very much more. These firms offer existing and prospective clients a website that is comprehensively equipped with guides, calculators (so that clients can self-assess needs), response forms (so that clients can get in touch) and with e-commerce capabilities (so that clients can compare and apply for products online).

Indeed, the Modular Website provides all of this, for a very small monthly outlay.

The Modular Website is without doubt the most accomplished website builder available, however, we believe that the ultimate value of a website is in the communication of information to clients and to achieve this, we offer integration between Client Care Desktop and Modular Website so that clients can view an holistic view of their holdings, securely and at their convenience, 24/7.

To achieve this, holdings recorded in Client Care Desktop can be uploaded to the Modular Website. Each client can be given a unique User ID and Password by you based upon which they are able to login to your website.

Once logged in, clients can request reviews, record changes to their personal details, view their holdings by type as well as by reason and drill down to individual policy schedules to view individual fund fact sheets (supplied by Financial Express Prestel) giving details of the performance of their funds.

As Client Care Desktop comes with a FREE daily price feed from Financial Express Prestel (saving you over £1,100 per annum annum) client holdings can be valued daily. Coupled with automated valuations (see Electronic data feeds) which unit holdings updates directly to Client Care Desktop from the Provide's own systems, it is easy to see how this ground breaking technology can add real value to your client relationships.

Introducer login to your website

For many advisers, relationships with firms such as accountants, lawyers, estate agents and other professionals who refer clients for assistance are important. Professional introducers very often contribute significantly to the earnings opportunity for financial advisers, yet many relationships fail to realise the true value that they represent.

The reasons for this are many, however one of the most significant issues facing the management of a relationship between two firms is the issue of communication.

Again, the combination of the Modular Website plus Client Care Desktop offers a highly efficient way of keeping introducers up to date with case progress as summary data in respect of each introduction can be uploaded to the Modular website. Each introducer can be given a unique User ID and Password by you based upon which they are able to login to your website to view the information at their convenience.

Secure, members only extranet

One of the most difficult and expensive exercises for any business is maintaining good communications with staff, especially if they work remotely from the office, as an increasing number of advisers now do.

The cost of printing and posting T & C manuals, compliance manuals, memos, standard suitability letters and other documents can be enormous. The time involved in administering the process alone can tie up resource that could be better deployed generating new business opportunity for the business.

In response, we have developed Web Builder , an Internet based content management system that allows you to manage the content of your Intranet or Extranet without the need for any Internet development skills.