The NextGen site comes pre-populated with pre-approved content describing the services that you provide and, depending on which package you choose, will be regularly updated with newsletters and other relevant, topical financial information. So, your site will be constantly evolving, demonstrating to clients and referrals that you are a professional firm and that you are knowledgeable and up-to date with current financial issues.

This is the perfect solution for the many firms who have an existing client bank and who generate clients via referral and word of mouth. We know that some firms want a more bespoke solution and that search engine optimisation is important to them. The NextGen sites are built on an Enterprise version of WordPress which caters for different requirements. Therefore, we can provide a number of options to suit all member firms:

  • A ready-to-use site with pre-approved content
  • Quarterly, topical updates added to your site in the form of client newsletters
  • Monthly Economic and Property Market Reviews, and Budget Updates added to your site
  • The ability to supplement the pre-approved content with pages of your own, such as adviser profiles and 'about us' 
  • A NextGen site with your own bespoke text on every page, which you can write or we can write for you (example cost - £250 for 5 pages). This is ideal for those firms keen to generate leads and for whom search engine optimisation (SEO) is important. It means that firms can have their own unique site, and enjoy all the benefits of the integrations, at the fraction of the cost normally associated with the development of a bespoke website

And, of course, the look of the site is also flexible with a choice of designs, images and fonts.


To read about our NextGen Packages and for more details on what each level offers and the associated monthly cost, simply click below.




Want to be one of the first firms with a NextGen site?

Click below to order your NextGen site

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