Web Solutions

Direct to Consumer

Straight-talking solutions, direct to consumers

We’ll design and develop a platform that effectively communicates your D2C strategy.

Development of our fully branded and bespoke online investment integration began in 2002:

• Online purchase ISAs and investment funds, plus online valuations of funds held on your chosen platform, (e.g. Cofunds etc.)
• Online switch and topup functionality, and pre-populated re-registration and sell forms
• Questionnaire generating a pre-defined model portfolio based on the client's attitude to risk and investment aims controlled by the IFA using a simple online screen securely hidden behind the website
• Historic fund data, comparative charting, risk rating and portfolio analysis, and more

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