Category: Industry

For investment managers serving different audiences, the challenge is delivering genuinely different experiences to match their very different requirements. A direct investor wanting to check the prices of their holdings, find out more about a fund recommended by their adviser, or read about the impact of news on markets wants a very different experience from…

Fund centres are a staple of fund manager websites. They’ve been shoehorned/embedded/integrated into websites for many years with varying levels of sophistication and experience. Mostly poorly in my opinion. Why? Fund centres are typically: The biggest drivers for change are firms improving their data models and needing to reduce operational costs. As firms have better…