Search
Generic filters
Exact matches only
Filter by Custom Post Type

Try: regulationpersonalisationautomation

Motley Fool Asset Management

A mobile-first approach to improving the investor experience

Motley Fool Asset Management

Motley Fool Asset Management (MFAM), a research-driven boutique asset management firm headquartered in greater Washington, D.C., offers a select suite of funds that invests primarily in high-quality, faster growing companies with sustainable competitive advantages and compelling market opportunities.

Motley Fool Asset Management - Kurtosys website

The Challenge

When MFAM approached Kurtosys, they were looking for a partner to build a new digital experience for their clients and prospects. But they were also looking for a technology vendor who had the experience to develop financial websites that contain data and understand compliance issues.

“In addition to an excellent technology partner, we wanted to work with a firm that had specific experience in the Finance industry. A partner that could navigate compliance, returns data, and most importantly – provide the best possible experience to advisors and investors.”

Carl Hendley, Vice President Strategic Development

Design and UX were a key priority in the requirements. MFAM wanted to take a mobile-first approach to the website’s design but they also wanted all the elements and sections to be as user friendly and accessible as possible. This included the MFAM mutual fund and ETF products, regular news and thought leadership content, factsheets and other investor resources as well as company and team information. The site also needed to feature various calls-to-action including an ‘invest now’ button, opening an account and also subscribing to their popular newsletter.

From a Content Management System perspective, the WordPress for Finance product that Kurtosys offered was attractive to MFAM early on, as it ticked off many of the requirements from a ‘back-end and front-end’ perspective. This included the requirements from a data perspective, with regular data from MFAM and their data partners needing to be easily loaded, managed and published onto their site, in a compliant fashion.

The Solution

Working closely with MFAM at every step of the project, Kurtosys designed and developed a fresh new website experience, powered by the Kurtosys platform. With a truly mobile-first approach, the website incorporates a Fund Center to house all of the MFAM investment products, with phase two in 2019 releasing further updates to include individual fund pages. The MFAM team can now easily publish not only data updates, but regular thought leadership and news articles using the WordPress for Finance component.

“One of the reasons we chose the Kurtosys Platform was because it gave us access to WordPress, an industry-leading Content Management System. WordPress provides not only the power and performance our visitors expect, but also the ability for our Operations and Marketing teams to make real-time updates and enhancements.”

Carl Hendley, Vice President Strategic Development

Regular data and documents are fed into Kurtosys via data loaders and also via APIs from MFAM’s data partner. That data, plus the Fund Center module is controlled via the Kurtosys FundPress component, also making it easy for MFAM to add new investment products going forward. FundPress also allows MFAM to easily update fund disclaimers, commentaries and various ‘fund facts’ from a simple interface.

“Kurtosys were great partners throughout the build, sharing their expertise in all aspects of UX, UI, and general design.”

Carl Hendley, Vice President Strategic Development

The WordPress templates were designed to MFAM’s requirements and incorporate the necessary modules and plugins to allow MFAM to work with their compliance team.

The Results

The finished MFAM site is great example of an asset manager adopting the latest web design methods and using the mobile-first approach to web design. Working to a phased rollout, the MFAM site will expand and improve over time as they look to introduce more content and features for their investors.

There’s a tendency to think of a website as a place to share your firm’s story with visitors. That’s true but we believe our goal should be to provide a thoughtful and robust portal for advisors and investors to access the content and data they need to be successful. In the end it’s their site, not ours.”

Carl Hendley, Vice President Strategic Development

MFAM have had lots of positive feedback from clients and partners, citing how easily accessible the new site is and how it creates a much more streamlined user experience. Kurtosys is excited to work with such a prominent brand in financial services and looks forward to partnering with MFAM on future updates.

The website can be viewed at https://www.mfamfunds.com