Best Practices

This page takes its inspiration from the belief that a Web site can be used for more than text messages. Below we highlight some best practice implementations of non-text offerings of investment management sites.

Calculators

Unlike most calculators on sites today, a best practice doesn’t launch multiple windows to go to a third-party application. These calculators are integrated onto the page of the site.

Fund Finders

The best practice today is to offer an alternative to the standard product listing. On the following best practices, users can filter product offerings.

Video

The site that doesn’t offer video today is out of step with the most significant Web development since the introduction of e-commerce. While a standard practice on investment management company sites is to offer thumbnail-size players that launch with almost no set-up, the following are best practices.

Widgets

Potpourri