Investment Quorum is a boutique wealth management company based in London providing detailed financial planning and comprehensive investment management solutions.
Advising Private Clients, Charities and Trustees, the business was formed to bring strong financial planning and content to the lives of private clients. Led by Lee Robertson, one of the UK's top ten wealth managers as recognised by the Spear's Wealth Management Index, the team at Investment Quorum create financial plans for clients based on their values, aspirations and goals.
The challenge
As financial advisory businesses come under more pressure to deliver information to clients digitally and keep them better informed, in 2016 Investment Quorum decided to redevelop their website, giving visitors more information about their services. One of the guiding principles of the firm is transparency and they wanted to give clients and prospective clients a clear view of the performance of their suite of model portfolios.
Investment Quorum's CEO, Lee Robertson says: '' Transparency in all that we do has always been a key driver for me and this is a very natural progression of this core element of our client and potential client communications strategy”.
Initially Lee approached FE fundinfo for some data feeds on the model’s performance with a view to getting something built as part of their new site. However, through Digital, FE fundinfo were able to provide a ready-made solution to be embedded in Investment Quorum’s new site.
The solution
The tool provided by FE fundinfo displays detailed information on the performance of the investment management firm’s models over time together with ratings information and fact sheets which can be downloaded.
Branded to fit seamlessly into Investment Quorum’s new website, the tool is interactive and allows visitors to conduct basic comparisons and charting.
This level of information empowers clients to check the performance of the models on a daily basis and gives prospective clients enough information to make informed decisions about working with Investment Quorum to achieve their financial goals.
Lee Robertston, CEO says “A complete and accurate view of our portfolios along with the interactivity of the Digital solution should prove to be a real benefit to those interested in our award winning investment management services”.
Ease of use
One of the benefits of using FE fundinfo's Digital solution was the ease of updating the tool when changes are made to the models. The team at Investment Quorum upload a spreadsheet of changes made to the models which are reflected automatically in the web tool within 24 hours giving them peace of mind that visitors to the site are seeing accurate information.