![Recent Project: Website for Asset Manager WestEnd Advisors]()
by Joseph Graves | Mar 8, 2015 | Financial Adviser, Mutual Fund, Portfolio
New Website for RIA WestEnd Advisors
WestEnd Advisors is an RIA in North Carolina specializing in top down macroeconomic investing. Due to the scope of work, we partnered with Ulicny Financial Communications and Strategy to revamp their old website and brand messaging.
How we Helped
There are lots of firms that design websites – some even specialize in investment manager, mutual funds, and financial advisors. Ulicny’s has deep experience in financial marketing and we posses unique insight into the investment industry. Because of our collaboration, we were able to distill WestEnd’s particular style and philosophy into meaningful messaging for each of their client verticals.
The first part of the project was to work on their brand messaging. The goal was to position the firm’s unique attributes in a way that would be attractive to the broker / dealers and Wirehouses that are their customers. Especially relevant, was the need to make a strong case to the gatekeepers at the parent firms as well as the advisors that would be allocating client assets. It was an interesting challenge to make the material sophisticated enough to gain acceptance while remaining accessible to the rank and file.
With the messaging in place, the next phase was to refresh the website. First of all, we created custom graphics and layouts that emphasized the data driven focus of the firm. Because of their multi layered strategy it required several iterations to distill into digestible nuggets, but we got it done. As a result, we kept the structure of the site simple and easy to navigate, while still being informative.
In conclusion, the success of any project is a direct result of the caliber of the parties involved. Our team of vendors, along with the clients, collaborated across thousands of miles to achieve the goals.
Websites for RIAs and Asset Managers
If you’d like to get better results from your website, digital marketing, and print communications maybe you should contact us? You’d be hard pressed to find a team better suited to grow your AUM while efficiently serving existing clients. Most of all, we love a challenge!
by Joseph Graves | Mar 30, 2014 | Mutual Fund
Three Essential Elements of Websites for Mutual Funds
If you are one of the asset managers who are still wondering if a quality website is worth the investment, consider this: the internet is often the first place advisers and investors will learn about your firm. Given this new reality, and the value of just one adviser relationship, it’s critical to not overlook the value of a website as an asset gathering tool.
Do More
It’s not enough to just be a great asset manager anymore; your website and social media presence have to be as well thought out and executed as your investment strategy. To be effective, websites for mutual funds must excel in three crucial areas: communication, compliance, and design. If any element is missing, the site likely won’t convert your visitors into clients.
Communication
First and foremost a great website needs to communicate with advisers in a way that moves them closer making an allocation in your fund. The images, words, and videos used should be consistent with the experience one would get from meeting in person.
Compliance
Staying compliant in a dynamic regulatory environment is essential. Unfortunately, managers often assume it’s too difficult to communicate well AND stay within the regulations. This is especially true of social media. But, the compliance hurdle can also be a strategic advantage for the funds that are able to successfully communicate compliantly.
Design
Compliantly communicating, even if done well, will fail if not presented with good design. Layout, colors, typography, and navigation are just a few of the design elements to be considered. A well built website will look good, function well, and convert visitors into future clients.
Does your website measure up?
You may not manage billions of dollars (yet), but that doesn’t mean your website should look like it was designed by lawyers. Not sure where to start?
Sign up for the Workshed Website Audit.
We’ll provide you with tips for improving your website.
Workshed is uniquely positioned to build websites for mutual funds that integrate your firms online and offline brand while maintaining regulatory compliance in a way that successfully connects you with advisers and investors.
Have questions?
EMAIL JOE
