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client: St James's Place
Wealth Management
agency: Rancon
St James's Place Wealth Management approached Rancon to create an iPad App to help their partners talk through available fund choices in an engaging way.
Our solution was to develop an interactive Portfolio which places attitude to risk at the core of the application.
Clients use a slider to select their risk tolerance and the App displays portfolios that match their selection, they can then explore further information about each fund through the touch-screen interface.
"Rancon’s ability to combine technical expertise with practical problem solving has been key in developing a strong relationship. From our initial brief, their input and experience has been vital in every step of the process, from design through to testing and delivery. The end result, our bespoke investment portfolio app, has been positively received by the business and we look forward to continuing working with Rancon in the future."
Lee Selway
Investment Communications
St. James's Place Wealth Management
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