If you are a professional financial advisor or you would like to start a financial consultancy business online, you will need a website that is designed to meet all your needs. Financial advisor websites differ greatly from other websites. This is because these sites are used for communication purposes as well as to sell advice. Therefore, these sites must be able to facilitate seamless communication between you and your clients. Below are some of the features that must be available on the website:
i) Loan/Savings Calculator
A big part of financial consultancy services is financial planning. Since consumers have financial goals they would like to attain over the years, financial advisor websites must have a compound interest calculator to help them calculate the amount of money they will accumulate if they set aside a certain amount of money over a given period of time. There should also be a loan calculator on the website to help consumers break down the cost of borrowing as well as how long it will take them to comfortably pay off a loan.
ii) Information Section
A financial advisor website must have web pages containing a lot of useful information, such as financial products that consumers can benefit from. For instance, there should be a section explaining how mutual funds, certificates of deposit, treasury bills and bonds, index funds, options, commodities, stocks, forex and other types of assets work. In each of these sections, there should be a list of products the advisor can help clients invest in.
iii) Online Forms
When consumers want to get additional information that may not be provided on the website, they should be able to send a message directly to the advisor through the site. Therefore, a financial advisor website must have online forms through which consumers can submit their queries and concerns for clarification or answers.
iv) Live Chat
Today, consumers want instant answers and immediate response to their concerns. For this reason, the ideal website must have a live chat tool. This tool should be available 24/7 because consumers normally access the web at different times.
To get the best web design services, be sure to hire the most experienced web designer. The ideal service provider must have designed websites for hundreds of clients in the past. The ideal contractor must have also specialized in these types of websites. This means that they know all the features and tools that must be installed on these websites. As a result, you will be able to get a fully functional website that can meet all your business needs.
