Website design for asset management companies
Our approach
Asset management companies and asset managers have very specific needs in terms of digital communication. Their websites must showcase their expertise, promote their investment funds and guarantee clear, transparent information for investors.
An asset management website is more than just a shop window. It must be able to display net asset values (NAVs), present fund performance, publish regulatory documents and structure information clearly for investors, partners and distributors.
For over ten years, the SAND agency has been helping asset managers and investment companies to design and redesign their websites. Our expertise enables us to develop platforms adapted to the regulatory constraints of the financial sector, while guaranteeing a fluid and professional user experience.
In particular, we develop specific modules to automate the display of net asset values, the updating of commercial and regulatory documents, and the visualization of fund performance in the form of interactive graphs. These functionalities enable management companies to distribute clear, up-to-date financial information, while simplifying the management of their site.
Beyond the technical aspect, we also attach great importance to search engine optimization (SEO and GEO) to improve the visibility of management companies on searches related to their expertise, investment strategies or funds.
Our aim is to design specialized asset management websites that promote the identity of the asset management company while facilitating access to information for investors and partners.
Our offer :
- Showcase site
- Corporate website
- Graphic design
- Technical developments
- Content writing
- Dynamic fund pages
- Automated LV import
- Performance calculation
- Simplified document updating
- Search engine optimization (SEO and GEO)
- Hosting
- Maintenance and updates
Further information
Why does an asset management company need a high-performance website?
Today, the website is a central communication tool for a fund management company. It is used to present the company, its teams and its investment strategies, as well as to disseminate information about the funds. A well-structured site facilitates access to financial data and reinforces the company’s credibility with investors and partners.
What information must be included on a management company's website?
An asset manager’s website must present the investment funds, their performance, characteristics and associated regulatory documents. It must also offer clear navigation to access net asset values, monthly reports and commercial or regulatory documents intended for investors.
How can I automate the updating of net asset values and documents?
It is possible to automate the display of net asset values and the updating of documents from databases or financial data feeds. These systems automatically publish new values and provide updated documents, while limiting manual intervention and the risk of error.
How to improve a management company's visibility on the Internet?
Search engine optimization (SEO) is a way of improving a management company’s visibility on search engines. By properly structuring the site, publishing educational content and optimizing pages dedicated to expertise or funds, it is possible to attract new visitors and strengthen the company’s digital presence.
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.
In our news and best practices
Our offer :
- Showcase site
- Corporate website
- Graphic design
- Technical developments
- Content writing
- Dynamic fund pages
- Automated LV import
- Performance calculation
- Simplified document updating
- Search engine optimization (SEO and GEO)
- Hosting
- Maintenance and updates