Motley Fool Asset Management
A mobile-first approach to improving the investor experience
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.
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 Digital Experience Management (DXM) 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.
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 DXM component.
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 Data component, also making it easy for MFAM to add new investment products going forward. Kurtosys Data also allows MFAM to easily update fund disclaimers, commentaries and various ‘fund facts’ from a simple interface.
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