Interactive Content & Support
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.