Saltus is an independently owned investment management and financial planning company, managing over £500m of private client assets through discretionary portfolios and funds.
This is a relatively simple content management system allowing Saltus staff to update the entire site.
Offline fund management software
More complex is the fund information on the site which is being pulled automatically from with Saltus’ offline Fund Management software, and the site auto-generates graphical reports on the site based on the information that it is pulling in.
Aside the build, it was Datadial’s responsibility to provide consultancy and advice on the structure of the website so that it was easy to use and navigable.
The site is integrated with Datadial’s email marketing system.