gareth
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- gareth
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If you're shaking up your tech stack, I would also suggest looking at a service to communicate securely with clients. There's various tools out there (StayPrivate, Beyond Encryption etc) and our own offering, Filehaven.
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We have plans to integrate video conferencing into Filehaven, which would then store a copy of the video online for the business and / or client to review later. 👍
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Just to jump onto this old thread, we've been working for a number of years now on our Filehaven offering which I think could solve this issue. It's an online client portal built around secure communications between advisers and your clients and …
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Thanks @arongunningham for the mention. We have indeedy just launched Filehaven (https://filehaven.co.uk) and it starts at a whopping £15 a month + VAT. @Rebecca_Tuck very happy to have a chat about this if you would like?
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Thanks @benjaminfabi for the mention of Filehaven. 😍 Filehaven is now absolutely, 100% live and is definitely something that I imagine could be useful for advisers and paraplanners alike. Unlike the other client portals (Moneyinfo, PFP etc) Fi…
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And finally O&M are hosting on a Microsoft server, but can't determine where. More annoyingly, they use lead forensics on their site to determine businesses that visit their site, probably to then follow up with direct marketing. http://built…
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Selectapension appear to be hosting with Rackspace (who have solutions in every major continent and data centres in London too). http://builtwith.com/selectapension.com
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Using some online tools to "sniff" the technology used, FE appear to be hosting their marketing site on the Microsoft Azure platform : http://builtwith.com/financialexpress.net
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I'm Gareth. And I like tech, run codepotato, and understand very little about Paraplanning, but enough to build this site for the crew
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Phwoar!