Website Management Solutions
Create tailored engaging websites quickly using a simple wizard process with no website knowledge.
Centrally manage and broadcast information across your entire website with the touch of a button.
The intuitive and powerful Canvas solution has been used by financial services businesses of all sizes to create and manage websites with ease.
Benefits of Canvas
Create tailored engaging websites quickly using a simple wizard process with no website knowledge.
Centrally manage and broadcast information across your entire website with the touch of a button.
The intuitive and powerful Canvas solution has been used by financial services businesses of all sizes to create and manage websites with ease.
See Our Recent Work
Resource: AMA Financial Planning
Resource: Parka Insurance
Resource: Implemented Portfolios
Resource: Expand
Resource: Kofkin Bond & Co
Resource: Kingdom Financial Group
Resource: Dew and Partners
Advantage 1
Licensees are providing their advice practices with a cost-effective website solution that can be up and running quickly in six easy steps with the licensee’s compliance framework embedded in the website.
Advantage 2
Licensees are centrally managing hundreds of adviser portal and practice websites and are able to broadcast news, dealer compliance requirements, advice standards, education requirements (e-learning), new products, policies and procedures, legislative updates, compliance wording on the website, etc.
