While it is early days, several definite benefits over the previous version have been noted:
An interactive approach means that partners and clients can access much more fund detail without having to go into individual fact sheets. This makes the information much more transparent and clients can get a better idea of what the funds look like.
“We hadn’t offered this kind of functionality before; this kind of information wasn’t readily available on our corporate website for clients to look up,” says Hannah.
All the fund information is in one place now – even for international funds, so it is much easier to find the information required.
New features such as the charting tools, risk/return scatter charts and comparison reports have also proved very useful.
Improved user experience
Not only do partners and clients benefit from more information, but that information is presented in a much more accessible way.
“The aesthetics are much better than in our previous version,” says Phillip. “When you land on a page, it is clearer to look at and more user-friendly. So that’s good.”
Responsive design for smartphones and tablets
Digital incorporates the responsive design that clients expect when they are looking up information on their smartphone or tablet. The responsive features and usability on smartphones and tablets will be appreciated in the future as more and more partners access the tool on the go.
Says Phillip: “It is important that we have made that transition now. With more partners and clients accessing our fund information on phones and tablets, this is a necessity for where we’re going. That’s when the real value will be recognised.”
Digital ensured that SJP’s branding and colours were seamlessly integrated onto the system, providing interesting ways of displaying data on their website.
Close relationship with FE fundinfo