IFA Solutions - interactive services

To make your site more interactive we have teamed up with some of the leading financial software and IT houses in the country to offer you a unique set of additional services. We can build all these services into your web site at a minimal cost.

For more details on our range of services please click on the link below.

Mortgage fact find
Mortgage Sourcing
ISA supermarket
News page
Updated news feed
Online quotation system
Financial calculators

Each of these services have been developed in our demo site.

Mortgage fact find - By providing an online mortgage fact find, you will be able to generate new mortgage leads and have the advantage of being furnished with sufficient information to start your research. Linked with our other mortgage based services, you will be able to provide a complete service to both new and existing clients.

The fact find can either be our standard form (as used below) or we can produce an online version of your existing mortgage fact find.

Mortgage Sourcing - With the increasing pressures on the mortgage market and the emergence of a number of mortgage web sites, it is now imperative for any IFA who writes mortgage business to provide a complete mortgage search facility on their web site.

NRS have now teamed up with the two leading mortgage sourcing software companies to provide your web site with a fully integrated mortgage search facility. By providing such a service you will be able to tap into the ever-increasing number of consumers looking for their mortgage on the Internet. But do not worry; if you do not want these potential clients to go directly to the lender, the lenders name can be withheld.

The two options are:

Click the logo for the Mortgage Linked demo

Click the MBL logo for the BrokerWeb demo

ISA Supermarket - Net Return Solutions is now working with cofunds, one of the countries leading fund supermarkets, to offer your clients an online isa supermarket option. Your clients will be able to access and download the latest Cofunds brochure and application form, co branded for your company. This also means that you will receive commission for all business submitted over your web site.

We also work with Skandia's My Multifundshop, a pioneer in multi-manager investment. This means we can set you ahead of other IFA's by giving your clients access to a wide range of top performing funds from some of the world's leading fund management groups. You can choose to recommend funds or build ready-made portfolios from a market leading range with the flexibility to switch funds at any time, with minimal cost. This innovative approach to investment online is exclusively available to Independent Financial Advisers.

News Page - A single page of information, containing up to date information and client focussed industry news. This will be provided by an independent Financial Services intermediary support company.

Updated News Feed - This will allow you to provide a regularly updated news service into your web site. You can choose from a list of news topics covering such areas as Financial News, UK News, Business and Travel.

Online quotation system - This will allow your clients to apply for quotes online. The quote system currently includes quotes for life, pet and travel Insurance.

Online life quotes are available for Term Assurance, Mortgage protection and Family income benefit, with this range constantly increasing.

The quote system will be powered by Webline, an independent, non-regulated organisation, who have spent over five years developing their systems.

Financial Calculators - We are able to integrate into your site a number of financial calculators. These calculators will allow browsers to self-assess their financial needs and encourage them to seek advice.

Our range of calculators include:

	Personal Pension Fund Projector
	Personal Pension maximum funding
	State benefit calculator
	Mortgage Interest calculator
	Repayment mortgage Calculator
	Investment Projections
	Loan Premium Calculator
	IHT Calculator

 

 

 

 

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