OK, so what’s a para-planner? Basically, the guys who do all the work for the IFAs. I’d never heard of this job title before I met our new client who requested a radical design and a secure document management system.
Design for legal and financial establishments is always a challenge. We try to stay away from the usual blue morph men, eggs, handshakes and of course the cartoon graph imagery! Instead we try to use pleasing photos sourced from our royalty free libraries which keep the website interesting but not too ‘cheesey’!
Secure document transfer
With very sensitive documents and clients wishing to keep their data secure we came up with a management system that bolts-on to the WordPress responsive web pages and allows our client to manage their client folders and data. The client’s customers can log-in to their account, upload to their unique folders ready for the para-planners to do their work. Likewise the para-planner files can be securely added to the client folders. It works a bit like our FTP services but with added security and account access.
see website: philipmillerconsulting.co.uk