Association of Financial Advisers

Visit the AFA website

An Association Membership System (AMS) website for membership management, education, and events.

The Association of Financial Advisers (AFA) is the longest-standing association representing financial advisers and their clients in Australia.

Utilising our Association Membership System (AMS), Agend, we designed and developed AFA’s new website along with membership portal for self-service & learning. The new website hooks in with Professional Advantage’s Upbeat system which is specifically designed for membership organisations to harness the power of Microsoft Dynamics.

Agend provides the power for AFA to excel in their mission of creating “an environment for financial advice professionals to Collaborate, Advocate, Innovate and Learn.” We’ve aided AFA in achieving this via their website through the use of automated payments; CPD points earning & collection; member-to-member offers and a whole suite of other improvements.

Utilising Agend as a Content Management System (CMS) has made it simple for AFA to maintain their own website and extend it as required. The drag-and-drop page builder which brings together design with dynamic content enables AFA to build pages as required, with guides and templates in place to keep a common aesthetic throughout the site.

Visit the AFA website here.

Iugo specialise in membership-driven organisations such as associations. We’d love to have a no obligations chat about how we could potentially help your organisation like we did AFA.