Some details
Wealth Advisor Portal
Praxent partnered with Dimensional Fund Advisors to build an ambitious new financial advisor portal, MyDimensional. The redesigned portal reimagines the advisor experience while streamlining operations, easing content management and reinforcing security.
OBJECTIVES
Streamline content publishing
Centralize security
managementImprove functionality for financial advisors
Enable internal processes to scale internationally
Simplify advisor onboarding
CHALLENGES
Custom Software Development:
CodePath assessment to evaluate technical priorities
Technical consulting on system architecture and DevOps
On-Time Build:
Agile coaching to drive development efficiency
Transparent reporting with CommandView
OUTCOMES
Positioned to scale at minimum operational cost
Simplified wealth management processes for Dimensional advisors
Greater profit potential through advisor retention
Enhanced advisor experience with digitally-enabled onboarding
Significant content management savings
Empowering Financial Advisors with Content &, Data Tools
A wealth advisory firm based in Austin, Texas, Dimensional offers investors a diverse suite of high-performance funds. The funds are available exclusively through Dimensional-authorized financial advisors from around the world.
Dimensional recognized an opportunity to better support its financial advisors in the wealth management services they provide, while streamlining internal operations with digital technology. We teamed up with Dimensional to create MyDimensional, a web portal that transformed the customer experience for Dimensional advisors, enabling greater effectiveness and advisor satisfaction.