Introducing our Comprehensive Solution for Generic Financial Planning Advice Firms - A White-Label Hosted Website, E-commerce Shop, CRM System, and Invoicing Package with your own URL to Take Your Business to New Heights!

£1,500 set-up cost, (PLUS AN ADDITIONAL £150 PER MONTH RENT FROM LAUNCH TO OWNERSHIP - SEE CHOOSE PLANS). ALLOW 10 WORKING DAYS FOR LAUNCH! **FOR AoLP MEMBERS ONLY.**

Our white-label solution allows you to customise the platform to match your brand and vision, creating a seamless experience for your clients.

You can easily showcase your services, team members, and portfolio, and with our e-commerce shop, you can sell your products and services online.

Our powerful CRM system streamlines your client management and communication process, helping you to manage client information, track interactions, and send personalised emails and newsletters all in one place.

Our mobile-responsive platform ensures your clients can access your services from any device.

In addition to our white-label hosted website, e-commerce shop, and CRM system, we are excited to introduce our new invoicing package. With this package, you can easily create and send professional invoices to your clients, keeping track of all your financial transactions in one place.
 
Includes:
Building, Testing, Deploying Web Application.
Ongoing website maintenance.
Shop/ regular subscription payment services.
Technical Support.
Graphic & Logo design.
SEO optimisation.
Email systems x 2.
CRM systems.
Member support, group, and forum.
Blog post.
Booking system.
Document management.
And much more.

You can invest in your business's future today and take advantage of this comprehensive solution with everything you need to grow your business and provide exceptional service to your clients. With our dedicated support team to assist you with questions or concerns, you can take your business to new heights!