Website Documentation

Useful, informative & easy to follow documentation for your Adviser Portal website

Add new members of staff or edit existing information.

A concise, easy to follow guide outlining how you may add additional temporary information to your website should you wish

Using the built in content management system (CMS) you can add, edit, delete and move pages to make the site more personalised to your business

The content on the pages of your Adviser Portals website can be managed using what we call ‘blocks’; there are various types of block that control different kinds of content

‘My Portal’ is your central hub where all of your account & product information is managed.

As an Adviser Portals customer, you will already have a modern, mobile-friendly and feature rich website to help showcase your financial advice business online. The next step is to promote and market your site to try and get the most exposure, attention and reach possible.

Our ‘Blog’ software is available to all customers both new and current who are on our Centro platform.

Adviser Portals websites have the ability to allow users to register for access to things such as extra content

Domain names are an essential part of having your own website published online

With the EU General Data Protection Regulation (GDPR) coming in to force on the 25th May 2018, you’ll need to consider how your business complies with the new data protection legislation.