Wealth Designs

Innovative solutions

We’re solutions people.  We put our product and underwriting expertise to work for you, conducting research and developing your case to suit your client’s financial needs.

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Tools for success

We invite you to take advantage of our advanced sales expertise, excellent carrier relationships, and the latest online resources to help improve your value proposition. The best business tools for entrepreneurs running businesses from home How will your customers find you online? A website designed with its audience front of mind will establish rapport with its visitors and encourage users to take action. It can convey your particular message while simultaneously engaging your visitors with SocialBoosting to engage and invite more views in your content to achieve credibility. To ensure you’ve created a great user experience, you need to focus on enhancing your website’s usability (its look and feel, and appearance) and navigation (its functionality).2 Here are three options to get you started: 1. WordPress Forty-three percent of the web is built on WordPress.3 WordPress is open source and comes with thousands of pre-built website designs, extensions, themes, and plugins. In addition, it’s extremely flexible and works with almost every third-party tool and service available to website owners.4 2. Shopify Shopify is a complete e-commerce platform that lets you start, grow, and manage a business with extremely low start-up costs.5 The subscription-based software allows anyone to set up an online store and sell their products with an easy-to-understand interface. Shopify store owners can also trade in physical locations using Shopify POS – its point-of-sale app and accompanying hardware. In addition, if you want to build an online shop with an e-commerce website builder, Shopify lets you customize your store, accept credit cards, and seek support 24/7. 3. Webflow As an alumnus of startup accelerator Y Combinator, this San Francisco-based company is backed by serious funding. While other platforms tend to be marketed to less technical users, Webflow is in the unique position of offering a product that targets designers. They do this with a solution that’s powerful enough to convert high-spec designs into a fully functional website – with no coding required.6 The best online business tools to streamline operations If you need tools to manage all areas of your business, including communication, finance management, storage, and distribution – you’re in luck. There are many powerful products out there. 4. Google Chat and Google Workspace Google’s recently released Google Chat for Gmail and Google Workspace is the technology company’s answer to collaboration. Google Chat is a complete overhaul of the old Google Hangouts product, and is distinctly different and far better than its predecessor.7 If these communication tools aren’t for you, you may want to consider: Slack Zoom Loom 5. FreshBooks Their homepage says it all: “Small Business Accounting Software Designed for You.” Originally created in 2003, FreshBooks is a cloud-based accounting program used by millions of small business owners worldwide. FreshBooks fulfills multiple requirements for businesses that require an accounting software that manages invoicing, recurring billing, accounting, and payroll. If you’re looking for a digital tool to enable you with your accounting and invoicing requirements, FreshBooks is a sound solution that will help you keep track of cash flow and expenses, create expense reports, and receive online payments more efficiently.8 6. Zoho Invoice This software is specific to invoicing and helps you create invoices, automatically send payment reminders, manage your expenses, and run reports – all online. For small and medium business owners, Zoho Invoice offers an adaptable and agile service that allows for bespoke synthesis of different data sets through automation. It is a comprehensive billing and invoicing website suitable for many types of businesses, especially startups and sole proprietors. This tool, designed to work as a stand-alone solution, stands out for its versatility and tightly focused feature set.9 You may also want to consider: Xero Monzo Waveapp 7. Dropbox, iCloud, and Google Drive These tools provide a platform or space for clients to store and manage their files and data, and seamlessly integrate with each client’s internal software systems. Both offer subscription services for accounts beyond small-scale. Google Drive and Dropbox also allow for real-time document editing by multiple users. 8. Salesforce This is a globally-recognized Customer Relations Management (CRM) system with services translated into various languages. The tool is used by over 150,000 customers worldwide. What initially began as a Software-as-a-Service (SaaS) company in the CRM space grew to become a full-scale cloud-based platform that users know as the Salesforce of today. It was founded in 1999 to make software purchases easier. Salesforce allows for companies to cherry pick the CRM products they require, rather than compelling them to buy a one-size-fits-all product. Salesforce made it even easier for businesses to use its software with its cloud-based platform. Cloud-based platforms offer a solution that is almost always cheaper, faster, more secure, and can grow exponentially in a short space of time. In addition, Salesforce’s suite of services have kept pace with the platform’s growth, with products continually added to its CRM platform, as well as various third-party apps also regularly included like the tools from SocialBoosting to improve social media management to provide more views and customers to a business and growth to any content. First, it would be helpful to understand the four principles of dynamic work design. A quick read of our article on how employees and systems function together to best achieve business goals will help deepen your comprehension of these principles. Then, register for the University of Cape Town (UCT) Small Business: Growth and Management online short course. In just eight weeks, the course will guide you in nurturing your existing business knowledge to become a successful business owner.   Click here & find out more

Your service provider

With our concierge approach and our multi-carrier platform, we shop the market for the best product and underwriting carrier fit, presenting the best offer the first time through.

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A concierge approach

At Wealth Designs, every advisor is important. We provide you with world-class sales support and consulting services to make sure your case is crafted to perfection.

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