Over complexity

Have you taken the time to simplify consumer education and empower consideration across your funds? Or do you overwhelm prospective investors with too many details?

Outdated experiences

Do your digital experiences leave financial advisors, prospects, or investors stranded without answers? Are your wealth management tools confusing or painful to use?

Fierce competition

What new revenue plays could you explore based on your specialized expertise, a niche market, an untapped wealth management strategy, or known investing pain point?

Stakeholder inertia

Are you constrained by a lack of design or development resources? Are your brightest employees frustrated by an inability to leverage feedback or improve customer experiences?

Financial advisor portals

Are your wealth management products sold by an external team of financial advisors? It’s wise to invest in great digital experiences for these important stakeholders. A well-designed financial advisor portal makes it easy for advisors to educate prospects on your securities. 

Praxent can help you tap into advisor needs, map each task and pain point, and increase preference for your wealth management firm in those who guide your end customer. From online training to ongoing education, the easier it is to understand your funds, the better for both you and your financial advisors.

Managed product content

Stocks, bonds, mutual funds, 1031 real estate exchanges, and more, wealth management products are complex — and so is the regulatory environment in which you must sell them. Whether your investors educate themselves, or get help from an advisor, they need up-to-the-minute, accurate-to-the-penny data, every time. 

Whether it’s through clear information design, easy calculators, or data-driven comparisons, a great learning journey empowers faster, more informed, more confident decision-making. We can help you improve the ways your wealth management product content is organized, make it easier to search, and give your teams easier ways to keep it accurate over time.

Portfolio modeling tools

Investing is all about building wealth for the future. To make smart financial moves, investors want to understand past performance, expected rates of return, and how each investment is projected to perform as part of a diversified portfolio. 

When investors understand how different investment strategies play out over time, they are more likely to invest. We can help you analyze the ins and outs of portfolio modeling, marry together disparate data sources and business systems, and create tools that build confidence for both financial advisors and prospective investors.

Investor portals

Satisfying investment account holders efficiently is a top priority. But how much time do your support teams or advisors spend helping account holders with routine questions or tasks? Would your investors like to do more for themselves?

Make the wealth management experience as rewarding as possible with websites and mobile apps that offer self-service education and easy account maintenance. Supporting investors online can free up your teams to nurture new investors or grow existing relationships. A great online experience drives additional investment, and word of mouth.

Online trading platforms

How well is your online trading experience performing for your investors? Where are they getting confused, giving up, or bailing out to call customer service? We’ll help you ask the right questions, and make each step as effortless as possible.

Analyzing user data — and talking to investors and prospects — will reveal on-target improvements that will spur adoption and usage of your online trading tools. From improving existing experiences to building a new trading platform that works with your existing technologies, we can help you reach your online business goals.