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.