Solution introduction

Stay Informed

Interactive content is the life blood of a planner’s website and shows current and potential clients you offer more value than your competitors

More popular sites do better in Google as well.

  • 6+ industry related articles every month uploaded to your website
  • A good range of calculators
  • Videos on financial planning and accounting topics. Buy either individually or let us rotate 6 videos every 12 weeks through your website
  • Great for generating website traffic, client interaction, and client education.
  • Financial tools that include Xero integration and a CRM
  • Very high standard of support including website updating
  • Strategy input
  • Very popular stock ticker

Plus many other options that can be purchased separately or in cost effective Bundles.

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