Investment Planning Counsel upgrades to a user-friendly intranet to provide advisors with easy access to company resources

Investment Planning Counsel was looking for a partner with experience in building public facing websites, advisor sites and intranet solutions. Veriday is a proven Liferay partner and Liferay is a strong platform for Intranet sites. Veriday also has a strong experience in the financial services industry, so this was a perfect fit for IPC.
Investment Planning Counsel wanted:
Veriday used an Agile interactive approach to development for this project to achieve those goals, delivering work in small, but consumable, increments. Requirements, plans, and results were evaluated continuously so our team had a natural mechanism to respond to change quickly.
Veriday used the Liferay Platform to implement a new advisor portal called “The Hub” which is now a one-stop shop for all their advisor needs.
Notable features include:
This new portal consolidated numerous websites to provide a unified online presence. As a result of upgrading to The Hub, the Investment Planning Counsel saw significant results:
We received overwhelming positive feedback on launch from the team at IPC. The results from this project reflect IPC’s goals for an improved and more efficient workflow for their Intranet solution. Veriday’s proven experience with intranet solutions and the financial services industry once again results in a happy client with a much improved product.