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Litman Gregory AdvisorIntelligence

AdvisorIntelligence is a primary research resource for independent investment advisors offering research and communications.

AdvisorIntelligence is the research publishing branch of the asset management firm Litman Gregory. They serve as a primary research resource for independent investment advisors. They are driven by a commitment to doing what is in the long-term best interest of each of their clients.

The
Goals

The primary objective was to build a subscription portal for customers. Secondly, they wanted to showcase the value of their research collateral. Users had to find answers to their questions and the site had to reinforce the trust they create in their research products. Additionally, it was important to streamline the information delivery process, increase revenue streams, page views and newsletter signups.

The
Results

We created a project strategy report and simplified a complex process with a highly custom portal built on the Laravel. The responsive e-commerce platform includes a website in front of a paywall that showcases information about the company and curated research. Subscribers have access to a dashboard and premium research after signing a DocuSign agreement and paying through Stripe payment gateway. The custom CMS gives administrators the power to manage users, features and track real time data about the system in addition to categorizing, tagging and placing stories where appropriate. The device agnostic platform enhances their long term business strategy while streamlining the information delivery and administration process.

“A high level of integrity and authenticity. I felt that State Creative really cared about making sure we were confident, comfortable, and happy with the end result and the process to get there. They genuinely cared about doing a great job, and it really showed. The entire team went above and beyond to ensure we could all be collectively proud of the final product.”