Case Study

Helping a trusted investment manager transform trust into a bespoke design

ASK

With beginnings in 2006, 3D Asset Management is an Independent Investment Manager that manages over half a billion dollars in assets that does everything from designing and managing diversified portfolios, to delivering practice-enhancing solutions to advisors and practices that help them grow and scale. As a boutique firm, 3D avoids many of the operational issues that plague larger institutions without sacrificing breadth of investment styles, and even gains the ability to truly understand their clients and investors on an intimate level. This leads to a personalized and streamlined operation with a strong commitment to integrity and full transparency.

Seeking a website that could represent the same trustworthiness and care they’re known to deliver, 3D Asset Management came to us for a web design and development solution that could not only impart their true personality in every page, but also function as a resource for their users to invest smartly. With a hefty background developing websites and a strong presence in the finance industry, we were ready to help.


SOLUTION

Our first step for the project was to build a strong relationship with those working at 3D. After all, if the goal was to design and develop a website that spoke to the true personality of who they are, we needed to know them at an intimate level. After that, we took a deep dive into the industry to determine which elements would best fit the brand and provide the most benefits to their users. For example, one of the many things we did was create a portal for their advisors to manage an array of tools they use day in and day out. We also made some suggestions for additional features the website could support, such as a tailor-made animated video explaining what they do and the many specialties they have. Not only does it make what would otherwise be a perplexing topic easy to understand, but it also adds a friendly element to an industry known for its stolidness.


RESULTS

After our joint ventureship, the final product was a sleek website built on a WordPress CMS that educates and engages users on each and every page. Thanks to its seamless design, users can swiftly travel from page to page without missing a beat, allowing them to discover and interact with every element of the 3D firm. As for the brand itself, they now boast of more page visits from engaged users per session, paired with longer session durations that lead to more conversions. To top it off and to ensure that their users always enjoy a positive experience on their site, we also provide web maintenance services that guarantee any issues that may pop up are taken care of in a timely manner.
3D Asset Management | Web Design & Development
3D Asset Management | Web Design & Development
;