Discountinvestmentadvisor.com is a membership based discount investment advisor website that allows its members to sign up, take a questionnaire and be placed into a suggested stock portfolio. Members who join the web site pay a fee to be on the website and, as a result, are allowed access to update information regarding suggestions as to what stocks they should invest in. Owners of this web site have full control over adding, editing, or removing stock portfolio information at any time.
The issue with this particular client’s web site was that even though it was membership based, we needed to create a CMS backend in order to allow the owners to have text editing capabilities. We changed the corporate web design to allow the owners to add images, change meta tags for search engines and change content without needing to know any coding language or html.
Because the client needed a number of customizations to the drupal platform, we decided to plan out the corporate web design before coding it. We consulted with the client who then worked with our architecture consultants to understand the client’s vision. After it was approved, a prototype was subsequently developed and sent over to our graphics team and coders for final implementation.
As a part of the corporate web design, there was also a section for portfolio management where each client takes a questionnaire which is then placed into a recommended portfolio based on conservative to aggressive. As a result, the client needed a system to make it easy for them to calculate both year and earning percentage in order to better control the portfolios. We created a portfolio management system that would allow each administrator the ability to update information instantly, thereby making it easier to manage their portfolios. We also produced a questionnaire creator that would give administrators the ability to change questions and the value of each answer, thereby manipulating the questionnaire to fit any portfolio that they wanted.