UniDoradca.pl – a tool for professional financial advisors
After several months of work, the new web portal for Union Investment TFI dedicated financial advisers has been launched. AMB has been involved in the implementation of the responsive frontend and adapting the existing backend to the new functionality. The first version of the portal was done in 2011 based on the CMS eZ Publish.
Solution
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At all times, we have developed the platform which contains e.g.:
- Market information.
- Product cards with generated graphs.
- Current quotations of funds.
- Base objections.
- E-learning component (our own solution containing quizzes, crosswords, slideshow, tests).
- Probes.
- Satisfaction surveys.
- An investment game.
- A module “questions of the week”.
- A module “campaign contest”.
- A module “notifications for users”.
- A module for monitoring user activity.
- A module for user import.
- Newsletter.
Technologies & tools
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This year, the portal has gained a whole new responsive design. In order to facilitate the work of the financial advisors, the UniDoradca portal has been divided into several clear sections. Users will have access, among others, to market information (comments, analysis, types of investment), expertise of funds and capital markets within the framework of e-learning and tools to assist in daily work with clients (information about the funds, valuation, investment calculators).
We invite everyone to watch the presentation of the Union Investment TFI portal UniDoradca.pl
More use cases