We partnered with Oldfield Partners to develop bespoke tools that simplify the management and presentation of complex investment fund data.
Services provided:
- UX
- Website Refresh
- Bespoke Web Development
- Data Integration
- Website Hosting & Maintenance
The Brief:
Oldfield Partners initially approached us to refresh their existing website, improving the user experience, modernising the design and ensuring the site continued to reflect the firm's reputation within the investment management sector.
As our relationship developed, we were commissioned to create a bespoke fund management platform that would streamline the way investment data is published online. The solution allows administrators to upload fund data via CSV files through a secure backend interface. The system automatically processes the data, stores it within the website database and generates downloadable PDF factsheets, while simultaneously populating interactive charts and fund performance data across the website.
What the client said:
“We've worked with Bryan and the team for a number of years, during which they've become a trusted extension of our business. From refreshing our website to developing bespoke functionality for managing and presenting our fund data, they've consistently delivered high-quality work with a proactive and responsive approach”.
— Chris Driver, COO, Oldfield Partners
