Some details
Managing risks, nurturing wealth!
The Story:
Yorkville Asset Management Inc. (Yorkville) is a client-focused, independent investment firm offering portfolio management, wealth management, financial planning and related advisory services to a clientele of institutional and accredited investors. The client came to us with the requirement of revamping the re-engineer. A feature of data extraction and data
mining was to be added to the values of the funds could be matched.The Goal:
Create new pages and user-friendly site directory structure
Data extraction &, mining
Create secondary navigation
Make content buckets
Improved and customized CMS
Our Process
As we got the clarity to what was required by the client, we started off with making the new pages and also adding the breadcrumbs for secondary as well as internal pages. The data was to be extracted from the previous coding to make sure that new funds added are getting the same updates as all other. Secondary navigation was not linking to proper pages so we made changes to the navigation and included new pages with content from the client.
The next thing was to make content buckets for paragraphs on the pages as per the instructions are given from client. Few pages were also added to the administrator area and log out session time was also fixed for admin login.