Stockbrokers Association

Visit the Stockbrokers website

An association site integrated with UpBeat API for membership management, education, and events.

The Stockbrokers And Financial Advisers Association (SAFAA) is a membership-based organisation that advocates for ethical, efficient and stable, listed capital and debt markets in Australia.

We built a new membership-driven website for SAFAA utilising the Iugo Membership Kiosk Plugin that brings together WordPress for website management, and Professional Advantage’s UpBeat API toolset that connects into Microsoft Dynamics & provides a suite of additional functionality.

With this plugin, Iugo were able to deliver a new website where members can manage their own membership; details; payments; CPD points and their details that reside on the SAFAA website. All updates are then saved back to Micosoft Dynamics CRM in real-time, ensuring that’s there’s only ever one source of truth.

Iugo also made it simple for SAFAA to manage the website by utilising WordPress plus a suite of user-focussed plugins to enable SAFAA to manage pages; news & blog posts; events and more.

Visit the Stockbrokers And Financial Advisers Association 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 SAFAA.