Cofunds, the leading independent platform for financial planning reveals its new web design that makes it easier for advisers to navigate the online platform via cleaner, fresher and simpler web screens.
In a bid to ‘declutter’ the user experience, branding and promotion will only be used where it can add real value for advisers, not allowing it to obstruct them from progressing through the site.
Other improvements include:
- Direct login – Advisers can now log in to the Cofunds website direct from the public homepage with no extra clicks needed
- A new secure homepage – The homepage has been redesigned to be more user-intuitive. Three main panels will direct users to the functionality used most often, putting the adviser’s clients at the heart of the site
- Client search – Advisers can search for their clients’ records direct from the homepage and then quickly starts the research, planning or transaction processes, rather than having to navigate through the site
- New client set-up – New clients can be set up straight from the homepage with direct links to enable advisers to start client profiling and transacting right away
- Search the site – A powerful new search function can quickly find exactly what users are looking for
Alastair Conway, Sales and Marketing Director at Cofunds, explains how the platform is improving the online experience: “We’re dedicated to doing everything we can to make advisers’ experience with us as smooth and effortless as possible. An integral part of that is putting the profits we make back to work and this programme of rolling web improvements, borne out of extensive usability studies with advisers paraplanners and administrators, is a key way of doing just that. These first changes are a small first step but we’re hopeful they will make a difference to advisers’ experience with us.
“We will be rolling out further improvements over the coming months to ensure that the site structure and all of our platform tools better match the way our users work. These improvements have been designed on the back of the research and analysis we have undertaken over the last year – to our mind it couldn’t be any other way, as the website is their resource it needs to meet their requirements, not ours.
“Effectively, what we are doing is putting the profits back to work in the way our users have identified as being most important to them.”