Square Mile is an independent investment research organisation that provides in-depth funds research, tailored support and investment services for financial advisers, institutions and asset managers.
This client required a website to present its investment opinions and ratings of funds from selected fund management groups. A number of enhanced features were required to provide functionality for the Square Mile team to put their quantitative and qualitative evaluation into effect.
The site was to be primarily targeted at regulated professional financial advisers, helping them with the design and maintenance of centralised investment propositions. Square Mile’s analysts focus on investment research and closely communicate with fund managers about their judgements and reaction to markets. Square Mile explains that their research and views “are based on clearly articulated outcomes and objectives, from which adviser firms can identify suitable funds to meet the needs of their clients.”
There was also the requirement to communicate to other financial services operations. For instance, Square Mile provides strategic consulting, governance and support for wholesalers operating in both the adviser and direct-to-consumer markets, including life companies, investment platforms and banks.
This was an extensive and challenging website development assignment that, from the outset, we were excited to undertake.
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