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Julian Gibbs

MyMoneyAdviser.co.uk, launched by Ann-Marie Martyn, the former chief

executive of IFA Promotion, is in my opinion by far the most useful website

service for IFAs. It is designed to help them make money.

Over the past few weeks, Martyn has met more than 400 IFAs who are

interested in starting a website or improving their existing one.

The most popular services it supplies, which IFAs can include on their

websites, are investment tools, including Morning Star&#39s Portfolio Analyser

and IMI Web, which has share-trading capability across six markets and also

has news, share prices and analysis. This service pays IFAs £50 per

client on introduction plus 3 per cent commission.

The Teather & Greenwood share-dealing and portfolio management tools are

also highly popular and IFAs obtain commission of between 7.5 and 20 per

cent of the charge made to the client.

There is also market research from WebLine, which gives comparative quotes

and application forms for term insurance and critical-illness plans, with

the usual commission paid to IFAs.

The research facilities generally save IFAs a lot of time and the

investment tools can make them a lot of money.

MyMoneyAdviser helps IFAs to develop their own individualised websites

using some or all of the above services with their own logos and company

history plus ongoing PR support. Many more services will be added shortly,

including the Transact Portfolio management platform and The Exchange&#39s

general insurance service. The Cofunds supermarket will also be available.

This brilliant service is extraordinarily good value for money and costs

only £100 a month. Every IFA should look at it.

Recommended

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