Montgomery Investment Management

  • UX/UI Design
  • Custom Dev CMS Modules
  • Customer Journey Analysis
  • Managed Web Services
  • Custom Dev Investor Portals
  • Solution Design Consulting

Australia's leading boutique fund manager.

Montgomery manages a wide variety of Australian based funds focused on ownership of high-quality businesses and generating superior returns over the long term. Founded by investment expert Roger Montgomery, they are committed to preserving and growing client capital. This new site provides for unique tailored experiences for different users including investor and advisor login and admin areas, dynamic updates, strong Call-To-Action conversion optimisation, tracking and analytics across various funds.


UI Kit

Created interface components and implemented:

  • Mega menu
  • Accordion
  • Breadcrumb
  • Fund Carousel
  • Input Field
  • 401 Page
  • Modal popup windows
  • Data charts and tables
  • Tab toggle

User Experience

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Unique User Experiences

Montgomery Investment Management is one of Australia’s leading boutique fund managers. They invest close to $1.4 billion in Australian and global equities on behalf of clients. Their requirements were for a new build with features and dashboards for Advisors and Investors separately including Fundhost, Link Fund Solutions and CITCO.

A pop-up on initial site visit allows users to identity immediately their primary purpose so that their user experience is tailored for across the website along with blog and fund details.

Blog experiences are tailored to Investors and Users wishing to learn more about investing. 

Pardot Forms are implemented across multiple fund pages in order to track unique users and optimise conversion experiences. 

An advisor dashboard includes PDS, dynamic performance data, Latest investment reports, and platform availability to service.

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The End Result

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Building brand stories for the financial industry since 2003.

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Warehouse 11/28 Down St, Collingwood VIC 3066
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