Website Development

When a prospective client visits your site, you have one chance to make a good first impression. If you don't have a site, it says a lot about you. So does a site that looks unimpressive or that lacks financial intelligence.

Our formula is working, and AdviserWorks has been embraced by many Australian professional services organisations including the nation's leading dealer groups and independent financial advisers.

The 17 inches that your firm occupies on a computer monitor are as influential as the 17 inches that a giant financial services firm gets. The Web is a great equalizer, if you use this new medium properly.

AdviserWorks sites are powered by systems that can be easily managed and edited by you and your staff. That way you can ensure that your site covers what your clients care about. In simple language, you can perform all the web page editing from your PC using a browser or Microsoft Word. That way you can continue to explain the latest on investing, estate planning, taxation and the most complicated concepts in personal finance.

Add-in our unique Investor News coverage, a free news headline service * for websites, and you can see how we will help you support the long-term relationship that investors and advisers must establish in order to succeed.

For firms wishing to further leverage from the web to streamline processes and connect with their customers there are opportunities to add client and staff login areas which perform customized functions and provide targeted access to information and files.

These can be secured to give clients private access to more ‘value-add' information and even online access to their personal documentation – the ultimate in web based self-service.

For information on preparing for a new website refer to our Planning For A Website guide in the Support section of this site.

If you are interested in what the experts have to say, check out Research section. It provides video presentations by leading US analysts about investor behavior, their use of digital channels and how it impacts on the client-2-adviser relationship. Read more.