Bespoke online multiple choice investor profile questionnaire for Middleton Private Capital. Each answer is “weighted” so that by answering all questions, a unique total figure generates in the system. This total determines the user profile type and subsequently which kind of investment strategy is most suited to them.
Fees and charges online calculators. Bespoke comparison calculators to correlate investment totals against any given set of percentage rate charges. This super lightweight system includes sliding scale % options as well as instant and adjustable totals. Styled to provide a user-friendly system in line with the Middleton Private Capital brand.
A handcrafted UX frame and standalone responsive elements ensure a seamless user experience through any sized screen.
As investment management leaders for private clients, Middleton Private Capital had concerns that their previous website did not accurately reflect their company ethos or professionalism. With regard to financial investment, trust is most important. Therefore, this trust needed to be reflected in their website, through both a visually pleasing design and well written content. For this reason, Middleton Private Capital came to us to create an exclusive website that set the right tone and personal appeal to best represent their one-to-one service.
With this in mind, the new Middleton Private Capital website should feel exclusive and at the same time not seem too corporate. Our solution is clean, well organised, and simple in its appearance, but with lots of technical expertise in the background. Pages are kept to a minimum, a concise content structure allows the user to easily locate key information. As well as this Middleton Private Capital needed secure user log-in areas and specifically created financial calculators to display real time investment figures based on client profiles and circumstances. All of these are intuitive and styled to match brand identity for an overall solution to exceed client wishes!
- Intuitive Questionnaire.
- Content managed system.
- Online investment calculators.
- UX wireframe development.
- Secure log in zones.
- Integrated Middleton PC blog.
- Pop-up CTA.
- Unique responsive elements.