A case study by Praxent⌘
Financial advisor portal
maximizes profit potential
A $677B wealth advisory firm identified an opportunity to enhance support for their financial advisors.
Dimensional partnered with Praxent to design and build a portal that reimagined the advisor experience, streamlined operations, eased content management, and reinforced security.
- Financial advisor portal
- Portfolio modeling
- Onboarding wizard
- Sitecore CMS implementation
- Ai-enabled content search
- CodePath architecture assessment
- Greater profit potential through advisor retention
- Simplified wealth management processes for advisors
- Enhanced advisor experience with digitally enabled onboarding
- Significant content management savings
- Winner of RIA Intel’s Asset Manager of the Year 2022
The challenges
Advisor retention
Dimensional wanted to differentiate their products and deepen advisor relationships to drive preference and retention.
Portfolio management complexity
Advisors needed advanced tools and insights to build high-performing portfolios for their clients.
Content overload
Advisors struggled to find relevant content to support their client and practice management despite having access to 20,000+ articles.
Streamlining content management
Personalizing content for each region was a significant manual lift. Additionally, regulations made the publishing approval process a challenge.
Future-proofing
The previous advisor portal had not been refreshed in over 10 years. The new platform needed an evolutionary architecture to continue meeting client needs in the future.
The vision for MyDimensional
Dimensional wanted to create an advisor platform to help their clients deliver better results and grow successful businesses. The platform offers a full range of tools, training, and resources to support every angle: investments, client communication, and practice management.
AI-enabled search of the extensive library of curated content
Real-time fund analytics and searchable Dimensional fund index
A portfolio modeling tool to build beautiful client proposals in real-time
Advisor onboarding wizard to educate them on the platform’s capabilities
Data and Performance Analytics
The tool helps financial advisors easily view all data necessary for analyzing client portfolios and providing data-driven counsel.
Fund Center
The easy-to-search encyclopedia became a critical sales enablement tool that equips agents with all product information to offer their clients the most relevant options while maximizing sales potential.
Model Center
Simple and beautiful sales presentations for Dimensional’s agents, allowing them to quickly create sample portfolios for potential clients in real-time, straight from a mobile tablet.
AI-Enabled Content Search
The re-designed site architecture leverages an artificial intelligence search engine, enabling advisors to locate resources via free text search.
What Dimensional had to say
Project Manager,
Dimensional
A partner from end to end
CodePath Architecture Assessment and Design
Agile Program Management
Full-Stack Software Development
DevOps Implementation
Quality Assurance
Accessible content management system
We efficiently streamlined Dimensional’s content production and personalized global content using an enterprise CMS, Sitecore. The new system minimized international operating costs and enhancing the management of high-bandwidth content like videos through digital asset capabilities.
Reinforced security with identity access management
The system simplifies global management of permissions and users, incorporating user-friendly security measures that enable advisors to access region-specific content securely. At the same time, a single sign-on solution facilitates seamless navigation between content and data tools within the enterprise CMS environment.
Rapid agent onboarding
The onboarding platform offers new agents comprehensive visibility into the training process, allowing them to track their progress easily, presenting the subsequent steps at every stage.
A note from our Managing Partner
Kevin Hurwitz
Managing Partner, Praxent