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Since 1999, we have delivered superior solutions for our clients in financial planning, broking and accountancy.

Focusing on these markets allows us to better understand our client's businesses. We leverage from this specialist knowledge to identify and deliver better IT solutions.


Websites: From low cost small business sites through to complex corporate installations.


Client Intranets: Specialist intranets for better online client service. Highly featured. Easily managed & affordable.


Business Intranets: Deliver policies, procedures and forms to staff, advisers or strategic partners. Unlimited scope.

Oberg Group

The Oberg Group, a multi-disciplinary accounting and financial planning firm in Sydney, approached AdviserWorks with a view to developing a new corporate image and online tools to set them apart.

AdviserWorks has since created a vibrant new logo and matching print and email stationery.


A new website and intranet powered by ManifestCMS is under construction. Oberg admin staff and advisers will be able to manage all online content using ManifestCMS – a technology derived from the large corporate sector and configured for the professional practice market.


Particular attention is on the client login area. It has been configured to track each client's risk profile and automatically display research reports and offer documents to suit. AdviserWorks has also added the unique ManifestCMS Document Vault, a new feature, which securely offers Oberg clients online access to their personal files.

For regular outbound client communication Oberg has selected our eNewsletter system to broadcasts online newsletters to their client base. The system will link to the Oberg website to encourage online subscriptions.

More information on the Oberg project coming soon.


Movie Corner Need a break from work? Check our selection of downloadable movie shorts. Current offerings include a video about a father's nightmarish shopping experience and a new classic ‘Terry Tate – Office Linebacker' video created by Reebock.


Free Downloads This new section offers reviews and downloads of business tools and games to help you get through the day. Chess games, PC security, image editing tools its all there and its free. Enjoy.


Looks What's New Australasian Financial Management in NSW has engaged AdviserWorks to build a series of specialist employee superannuation intranets. Aimed at consolidating their impressive portfolio of major corporate superannuation accounts this initiative clearly sets them apart in this otherwise competitive sector.


New Dealer Group Signings National dealer group ‘Financial Partnership' has signed with AdviserWorks to build a new dealer group website to provide improved online services to advisers and investors. This will be followed by a tailored e-business enablement program where each adviser will be offered a powerful adviser-2-client website and intranet solution and help create a consistent online service model across the group. Other signings include Victorian dealer group ‘Direquity' which has appointed AdviserWorks to build a contemporary website, the centerpiece of which will be two intranets seamlessly integrated with the Xplan client portfolio database. The end result will be an unrivalled online self-service model for their client base. All systems will be powered by the ManifestCMS system.


Financial Affairs Melbourne based financial planning firm has appointed AdviserWorks to build a leading website and client intranet facility. Also staff and strategic partners will receive select access to online resources like procedures and policy manuals.


“How To Plan For A Website” AdviserWorks has created a simple ‘step-by-step' guide on how to prepare for website projects. Check it out.


XPLAN Compatible Client Intranet

AdviserWorks has created a breakthrough by ‘bridging' the adviser edition of ManifestCMS to the XPLAN client portfolio reporting module. In practice this means that an adviser website can offer single client logins to seamlessly display each client's portfolio reports within a rich client intranet experience which is fully controlled by the adviser, support staff and potentially a dealer group.

ManifestCMS


- is a powerful XML based, database driven Content Management System (CMS) for satisfying corporate communications needs, including Internet and Intranet. It uses sophisticated technology to allow non-technical users to publish to the web via Microsoft Word. It offers many website management features and has been especially configured for adviser websites, adviser-2-client intranets, staff intranets, adviser-2-strategic partner intranets, SMSF websites and intranets and dealergroup-2-adviser.

Metadot Portal Server


- is an open source portal software (GPL) recognized for its ease-of-use. It is a blend of a content management system (CMS) providing features such as file, page and link management, together collaboration features such as discussion forums and polls and personalization like My Yahoo.

REISA.COM.AU

The Real Estate Institute (SA) had learned about AdviserWorks' success in looking after professional service firms.

They approached us to develop a bold new website based on a logo previously created by designer David Vivian.

The brief also asked for a special members area with a search facility and a technology which gives members online access to personal documents like training results and the like.

In addition a corporate intranet to disseminate news, policies, forms and procedures amongst staff was also on the shopping list.

Based on ManifestCMS the online systems were launched at an industry expo on 3 June 04.

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