Digital Solutions for Asset and Wealth Managers

Website design, secure client portals and wealth platforms for ambitious financial brands.

Engage investors with beautifully designed, multi-channel websites and client portals. Remain compliant with investor profiling and bank-level security. Pre-integrated with CRMs and data providers, you can dramatically reduce time-to-value.

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Asset and fund managers

You can’t change fund performance. But you can change the customer experience. Asset Management marketing professionals face turbulent markets and tricky compliance rules. Deliver engaging cross-channel digital experiences, and investors will stick with you through thick and thin.

Wealth Managers

In a rapidly evolving industry, technology is a key ally for established firms. Wealth Management is changing rapidly, however, technology can be your ally. Thanks to the Cloud, the technology that delivers secure, mobile experiences can be easily leveraged by established firms.

Hedge funds and Alternatives

Extraordinary results in client servicing and stock-picking alike. Complex financial instruments can generate extraordinary results but are not for everyone. Client Service teams can deploy secure portals to ensure compliance and maintain proximity to their customers.

Your team of investment technology experts

Multiple success stories in Asset and Wealth Management
Engage a team of Cloud and digital technology experts
Full-service agile projects, including discovery, creative and delivery
Active account management, support and maintenance SLA

Secure access, by design

Protect your clients’ investment data with a fully tested security framework, ensured by Microsoft’s Cloud.

Full authentication suite, including account management and bulk on-boarding
Further protection via multi-factor authentication and Web Application Firewall
Track record of successful penetration tests at application and infrastructure level
Leverage Microsoft’s $1bn annual spend on security on the Azure Cloud

Beautiful, personalised websites and client portals

A comprehensive suite of interactive charting for performance and data visualisations
Service touchpoints, including reports and valuations, document libraries and messaging
Support global operations with localised content for investor profile, language and region

Analytics and intelligence

Optimise platforms and understand investor behaviour with built-in Analytics and customer profiling tools, all within your client portal.

Track behaviour through the customer lifecycle and across channels
Visualise client journeys and uncover patterns on your secure client portal dashboard
Drive engagement with smart segmentation and personalisation tools

Do we sound like your kind of people?

We'd love to hear from you.