Straightforward Financial Information with SGCM

  • October 2012

The proposed solution answers the client's need for a clear and effective communication of financial information with its investors. The communication has also to be compliant with the complex legal framework of the financial industry.

Customer

Saint George Capital Management (SGCM) is a Swiss company specialized in fund management and advisory. Its constitution dates back to 2008 and it's part of the Italian group Fondiaria SAI S.p.a. 

The solution

Thanks to Magnolia CMS flexibility, to custom extensions of the Magnolia PUR Module, and to the integration of advanced tools for online graphs rendering, the website can manage not only users registration, but also a presentation of contents that reflects the user's profile.

Strengths

 The client benefited of several improvements for both visitors and editors:

  • Simple website content management
  • Simple financial information update through an automated procedure
  • Simple user management, thanks to the customized extension of Magnolia Public User Registration (PUR) Module
  • Workflow for user subscription approval
  • Personalized access to funds’ information
  • Access to premium information (such as fund composition and monthly letters) reserved to registered users
  • Cascade update of fund categories (single point of update)
  • Fund's descriptions are rendered according to investor's profile (private or institutional)
Customer: Saint George Capital Management
Goal: Development of the institutional website and of the restricted area
Technology: Magnolia CMS
Year: 2012
www.sgcm.ch
Thalia sa logo
Thalia sa logo