The Brief
Lumyna had a website that was letting them down, and needed it replaced with a new secure system that adhered to financial regulations whilst delivering an enhanced experience for institutional investors across the globe. Providing stronger client services, access to fund data and a system that supported their marketing efforts were all key deliverables.
Redesign & Develop UCITs Fund Investor focused website
Automate Factsheet Generation
Empower investors with the live datasets
The Solution
The team architected a system that provided a brand-new user experience that catered for investor users across the front end and utilised REACT technology and secure API connections to generate advanced, interactive datasets that could also be downloaded and analysed locally. The system’s ability to read live data was further extended by creating a fact-sheet generator, decreasing the time needed to create fact-sheets.
Dynamic Fact Sheet Generation
Advanced Automation
REACT / Yii
Penn Tested Security
The Result
The Result
Overthrow Digital created a solution which allowed the Lumyna team to have granular control over their web content, and which moved a lot of their systems inhouse, like client reporting and document generation inhouse.
Additionally, the system provided them with much-needed functionalities that were previously unavailable to them, such as watch lists, the ability to compare funds, and a CRM integration for asset distribution.
Additionally, the system provided them with much-needed functionalities that were previously unavailable to them, such as watch lists, the ability to compare funds, and a CRM integration for asset distribution.
Call us
+44 207 272 9729
Email us
ideas@overthrowdigital.com
