Sentinel Investments is a diversified asset management firm head quartered in Vermont. As most financial institutions do in this technology age, Sentinel has a very structured set of business requirements to manage its day-to-day operations and data handling.
Sentinel needed a solution that would allow for an accurate feed of fund data, while adhering to compliance standards. The solution had to have the capabilities to automatically transfer data feeds into a custom database that would then translate the information into multiple web pages on a daily, monthly and quarterly basis. We build a custom information management system that utilized data feed sources and data structures to populate Sentinel's website. This required extensive amounts of web creative work to ensure the information was being conveyed in the most efficient and attractive way for our client's customer base.
Sentinel has two main audiences: individual investors and financial advisors. In order to serve both groups effectively and provide them the most relevant resources, we designed and developed an Advisor Center portal, with secure log-in and access to adivsor only information.
From web architecture to web design, we have partnered with Sentinel to help them achieve online success and better serve their constituents.