This website for financial planning group, Prosper Wealth Group, took about 1 week to deliver. It’s great dealing with clients who know what they want and give you the tools to complete works quickly and simply. Apart from a few minor alteration, what you see here is pretty much our first effort.
Hiding in the background is a simplified document management system. Prosper Wealth can load documents into it and delegate access to their clients. It’s build with expansion in mind, meaning later on they can add tags and categories to further organise there filing system.
Agents can log in and access those files that have been delegated to them. This will vastly simply the process for Prosper Wealth Group. It’ll give them a one-stop resource for customers and clients.