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Financial services

UK investment management website

We developed the complete website for a UK investment management company through an agency partner. The site includes service information and resources for advisers, with custom return-on-investment and risk calculators.

Website & tools / Simplified overview
  1. Investment management website

    Service information and resources for professional advisers

  2. Return-on-investment calculators

    Custom tools for exploring return scenarios

  3. Risk calculators

    Custom calculation tools alongside the website content

Client
UK investment management companyName confidential
Services
Website Development · Custom ROI Calculators · Custom Risk Calculators
Tech stack
  • WordPress

The brief

Develop the website and its adviser tools.

The client is a UK investment management company serving professional financial advisers. Its website explains the portfolio services and provides research and resources for that audience.

Our agency partner brought us in to develop the whole website. We also built its custom return-on-investment and risk calculators.

The goal

Give advisers information and tools they can use.

Advisers needed to understand the company’s services and find the research and resources available to them. The website would provide a place to read that material.

Visitors would also be able to use the return-on-investment and risk calculators. Building those tools was part of our development brief.

Deliver the complete website
Develop the site covering the company’s investment services and adviser resources.
Add custom calculation tools
Build return-on-investment calculators and risk calculators as part of the website.

Our approach

Website development with custom calculators.

We developed the website in WordPress, covering the public pages that introduce the company and its services. The build also included the resource content used by its professional adviser audience.

We developed the return-on-investment and risk calculators alongside the WordPress pages. Visitors can use these custom tools on the same site as the service information.

  1. Whole-site development

    We implemented the complete website through the agency partnership, including its service information and adviser resources.

  2. Return-on-investment calculators

    We developed custom calculators for exploring return-on-investment scenarios.

  3. Risk calculators

    We built the risk calculation tools included in the website’s development scope.

The outcome

An adviser website with custom calculators.

Advisers can read about the company’s investment management services and access its resources on the completed site. They can also use the custom return-on-investment and risk calculators we built.

Need a development partner for a website with custom tools?

Tell us what your website needs to do. We can help develop the pages and the calculation tools or other custom functionality behind them.

Discuss the build