Financial advisor portal maximizes [i]profit potential[/i]
Dimensional rebuilt its advisor portal with AI-enabled search, analytics and modeling tools.
The challenge
The challenge
The challenge
The challenge
The challenge
A $1T+ asset manager saw an opportunity to [i]enhance support[/i] for its financial advisors.
A $1T+ asset manager saw an opportunity to [i]enhance support[/i] for its financial advisors.
A $1T+ asset manager saw an opportunity to [i]enhance support[/i] for its financial advisors.
A $1T+ asset manager saw an opportunity to [i]enhance support[/i] for its financial advisors.
A $1T+ asset manager saw an opportunity to [i]enhance support[/i] for its financial advisors.
Dimensional partnered with Praxent to design and build MyDimensional, a portal that reimagines the advisor experience, simplifies content management and strengthens security.
Advisor retention
Advisor retention
Advisor retention
Advisor retention
Advisor retention
Dimensional wanted to differentiate its products and deepen advisor relationships to drive preference and retention.
Portfolio complexity
Portfolio complexity
Portfolio complexity
Portfolio complexity
Portfolio complexity
Advisors needed advanced tools and insights to build high-performing client portfolios.
Content overload
Content overload
Content overload
Content overload
Content overload
Advisors struggled to find relevant content across 20,000+ articles.
Content management
Content management
Content management
Content management
Content management
Personalizing content by region was a heavy manual lift, and regulations complicated approvals.
Future-proofing
Future-proofing
Future-proofing
Future-proofing
Future-proofing
The portal hadn't been refreshed in over 10 years and needed an evolutionary architecture.
The vision for Dimensional Fund Advisors
The vision for Dimensional Fund Advisors
The vision for Dimensional Fund Advisors
The vision for Dimensional Fund Advisors
The vision for Dimensional Fund Advisors
Dimensional wanted to create an advisor platform to help their clients deliver better results and grow successful businesses. The platform offers a full range of tools, training, and resources to support every angle: investments, client communication, and practice management.
What Praxent did
What Praxent did
What Praxent did
What Praxent did
What Praxent did
MyDimensional, built for how advisors work
MyDimensional, built for how advisors work
MyDimensional, built for how advisors work
MyDimensional, built for how advisors work
MyDimensional, built for how advisors work
Praxent built a portal that gives advisors analytics, modeling tools and AI-enabled search in one place, on a global Sitecore CMS with secure, region-specific access.
AI-enabled search across 20,000+ articles
AI-enabled search across 20,000+ articles
AI-enabled search across 20,000+ articles
AI-enabled search across 20,000+ articles
AI-enabled search across 20,000+ articles
Fund Center and real-time fund analytics
Fund Center and real-time fund analytics
Fund Center and real-time fund analytics
Fund Center and real-time fund analytics
Fund Center and real-time fund analytics
Model Center for client proposals in real time
Model Center for client proposals in real time
Model Center for client proposals in real time
Model Center for client proposals in real time
Model Center for client proposals in real time
Global Sitecore CMS with single sign-on and onboarding
Global Sitecore CMS with single sign-on and onboarding
Global Sitecore CMS with single sign-on and onboarding
Global Sitecore CMS with single sign-on and onboarding
Global Sitecore CMS with single sign-on and onboarding
Identity access management simplifies global permissions, and an onboarding wizard shows new advisors their progress and next steps.
The results
The results
The results
The results
The results
Higher adoption, lower content costs
Higher adoption, lower content costs
Higher adoption, lower content costs
Higher adoption, lower content costs
Higher adoption, lower content costs
Advisors return more often and stay longer. The portal strengthens advisor retention, simplifies wealth management workflows and delivers significant content management savings.
Dimensional was named RIA Intel's Asset Manager of the Year 2022.
We're seeing exactly what we were hoping for: better adoption rates. We've been able to drive people back to our site more times per month for extended periods each time. We may not have gotten to where we are today without Praxent's help on the development side and then their questions and feedback along the way from the management side of the house. Also, adding the modeling functionality to the site was a massive win for us.
