Website design for financial professionals
A complete offering for financial websites
For more than ten years, the SAND agency has been helping independent financial advisors, investment management firms, and asset managers develop their digital presence, host their platforms, and optimize their online visibility.
Asset management firms have specific needs: distribution of net asset values (NAV), performance charts, automated updates to regulatory documents, AMF compliance, data security, professional hosting, and search engine optimization (SEO) for search engines and artificial intelligence tools.
Our approach involves designing and operating specialized websites for wealth management and asset management that are high-performing, secure, compliant with regulatory requirements, and optimized to maximize their visibility on Google as well as their presence in AI-generated responses.
Beyond simply building the website itself, we offer comprehensive support covering all digital challenges faced by finance professionals: digital strategy, sovereign hosting, website creation or redesign, integration of financial modules, data and document automation, SEO and GEO (Generative Engine Optimization), technical maintenance, and cybersecurity. This comprehensive approach provides a reliable, scalable digital platform that is perfectly tailored to the requirements of the financial sector.
A website designed for wealth management firms to showcase their expertise, promote their investment solutions and develop their visibility with new customers.
A website designed for asset management companies to present their funds, display net asset values and performances, and easily distribute their regulatory and commercial documents.
Our offer :
- Showcase and corporate site
- Graphic design
- Technical developments
- Content writing
- Dynamic fund pages
- Automated LV import
- Performance calculation
- Updating documents
- Search engine optimization (SEO and GEO)
- Hosting
- Maintenance and updates
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Further information
Custom website design and redesign: a user-centered approach
Finance is a complex field that requires clear and effective communication. Our website creation and redesign projects are therefore designed to maximize the user experience. Right from the design phase, we work closely with our customers to understand their needs and objectives. We focus on intuitive ergonomics, fluid navigation and modern design, aligned with the brand’s visual identity.
Every site we create is optimized for viewing on all types of media, whether computer, tablet or smartphone. We ensure that information is accessible in a fluid way and that navigation remains pleasant, whatever the device used. At the same time, our expertise in search engine optimization (SEO and GEO) guarantees increased visibility in search engines and artificial intelligence, which is essential for attracting new customers and investors.
Unique expertise in financial data management
What sets us apart is our mastery of the specifics of the financial sector, in particular the management of net asset values (NAVs). We understand that regular, reliable NAV updates are essential for asset management companies and advisors. To meet this need, we have developed an automateddata import process, enabling daily or weekly updated NAVs to be integrated directly into the site. This automation is based on robust APIs that extract information in real time, ensuring flawless accuracy.
In addition to importing NAVs, we offer performance calculation functionalities for each fund. Our systems analyze the data to generate detailed reports and dynamic charts, enabling end-users to easily track performance over different periods, be it a month, a quarter or a full year. These charts provide a clear and detailed overview, essential for investors seeking total transparency.
Simplify the management of commercial and regulatory documents
Management companies are subject to strict regulations governing the communication and distribution of information. We have therefore developed specific tools to facilitate the management of commercial and regulatory documents.
Our solution enables our customers to update their product sheets, activity reports and prospectuses in just a few clicks, while ensuring compliance with current regulations.
Thanks to our intuitive management interface, in-house teams can easily upload, modify or archive documents, reducing update times and minimizing the risk of errors. What’s more, the integration of automatic notifications keeps site visitors informed of new publications, offering greater responsiveness and quality service to investors.
Maintenance and support: peace of mind for our customers
Maintaining a financial website is a delicate task, requiring rigor and proactivity. Our maintenance services include regular updates to ensure security, stability and compliance with the latest regulations. We also offer reactive technical support to quickly resolve any problems that may arise, minimizing service interruptions.
We maintain a constant technological watch to detect new security threats and adapt our customers’ sites to market developments. In addition to security, we carry out ongoing optimizations to improve site performance, whether in terms of loading time, accessibility or compatibility with the latest browser versions.
Secure, high-availability hosting
Hosting a financial website involves more than just providing a server. It requires a high-performance, secure infrastructure capable of ensuring continuous service availability. Our hosting solutions are based on professional cloud environments that incorporate redundancy, backup, and monitoring mechanisms to ensure business continuity and the protection of sensitive data.
We continuously monitor the infrastructure to anticipate incidents and maintain a high level of performance. Automated backups, cybersecurity measures, protection against attacks, and recovery procedures ensure the long-term security of our clients’ platforms. In addition, we regularly optimize resources and technical configurations to ensure fast load times, excellent stability, and an optimal user experience.
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Our offer :
- Showcase and corporate site
- Graphic design
- Technical developments
- Content writing
- Dynamic fund pages
- Automated LV import
- Performance calculation
- Updating documents
- Search engine optimization (SEO and GEO)
- Hosting
- Maintenance and updates