Role-based workspace access
Invite network users as viewers, editors or administrators so each person receives an appropriate level of access.
For networks and service providers
Financial adviser websites for your network
Give financial adviser, IFA and mortgage member firms their own branded websites, with a guided setup process and shared network controls for content, disclosures and optional launch reviews.
Member firms
See the firms connected to your workspace.
Shared content
Control selected content made available to firms.
Disclosures
Manage supported network wording and availability.
Website reviews
Use an optional structured review and approval route.
Configurable workspace
Choose the controls that fit your network
Not every network needs the same workflow. Workspace tools and access can be enabled to suit the relationship you want with member firms, rather than exposing every platform function automatically.
Controlled tool availability
Make selected workspace tools available to the network and retain the option to introduce further capabilities later.
Content and service rules
Set network defaults and supported availability rules for applicable content, services and website resources.
Website change history
Review customer-visible website changes with clear platform, network and firm attribution.
Managed disclosures
Maintain network wording and decide where the platform default, a network version or hidden status should apply.
Optional compliance review
Require a new member website to be submitted, reviewed and approved before its public launch when that workflow is enabled.
A structured member journey
From approved starting point to website launch
Use network-specific starting content and optional review controls to make the setup process clearer for firms and easier for network teams to assess.
- Apply network and adviser-type starting rules
- Give the firm a private website preview
- Record customer-visible changes to the starting website
- Submit through an optional review workflow before launch
Clear responsibilities
Oversight without taking over the firm’s website
For the network
Manage the shared rules, wording, content and review stages made available through your configured workspace.
For the adviser firm
Maintain business details, people, locations and permitted website content through a focused editing portal.
Planning financial adviser websites across a network
A network rollout needs clear responsibilities as well as a website design. Agree the starting content, what each firm can edit and any review stages before introducing the service to member firms.
Can member firms keep their own branding?
Firms can personalise their website with their own logo, colours, imagery and business details. Available content and workspace tools depend on the network configuration agreed for the service.
Can we review a member website before it launches?
An optional review workflow lets a firm submit its private preview for review and approval before public launch. This must be enabled for the relevant network; it does not replace the firm’s or network’s own regulatory responsibilities.
How should we plan an existing website move?
Start by identifying the firms involved, their current website addresses, domains and content requirements. Discuss the scope with Adviser Portals so the move, firm responsibilities and any review stages can be agreed before changing existing hosting or domain settings.
How is network website pricing agreed?
Contact us with the types of member firm, expected rollout and workspace requirements. Confirm any eligible member pricing and setup arrangements before inviting firms to order. Standard website prices are available on the homepage.
For an individual firm, see our financial adviser website design and pricing. For shared wording and review tools, explore website compliance management.
Discuss a network website rollout
Tell us about your firm population, current process and the controls your team actually needs.