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
A website platform built for adviser networks
Give member firms a guided route to a professional website while retaining central control over the areas that matter to your organisation.
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.
Discuss a network website rollout
Tell us about your firm population, current process and the controls your team actually needs.