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Portfolio services first on IFA web lists

Portfolio management services are the most important feature that advisers

require from a website, according to survey by IFA portal Assuresoft.

The research shows that 74 per cent of IFAs wanted to give their clients

access to their personal financial portfolio online, with the majority of

firms seeing interactive stockbroking as an essential supplement to a

portfolio management tool.

Next on the list, according to the survey of 280 firms, are comparative

quotations, mortgage comparisons and fund supermarkets.

However, IFAs are less keen to offer product research tools online,

fearing that they will diminish their own added value.

Advisers showed little dem-and for personal stakeholder functionality but

67 per cent wanted to offer group stakeholder products on their website.

Only 36 per cent of IFA firms said they would be prepared to pay more for

additional web services, with the majority saying they would only pay after seeing clear benefits after a trial period.

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