The Challenge

EnTrust is an investment firm specializing in the management of equity and fixed-income assets for wealthy individuals, families and non-profit organizations. It has earned a strong reputation in the financial world for offering unparalleled customer service. When the firm decided to improve the means through which information was disseminated to its clients and simultaneously automate administrative tasks handled by its back office, it turned to Flightpath for a solution. The envisioned web site would have to offer prospective clients an engaging introduction to EnTrust’s array of easy-to-use services while expanding upon those services for existing customers. As with any browser-based financial site, security was of utmost importance.

The Solution

Flightpath introduced a series of proprietary digital dashboards for EnTrust that enable investors, partners and institutions to securely log into and analyze their online portfolios. Qualified users can retrieve and download paperwork, prospectuses and memoranda on a variety of investment vehicles as well as access real-time market news, quotes and analysis from third-party content providers like CNET News and Marketwire. Additional back-end features enable EnTrust staffers to update data, manage client user accounts and monitor site metrics. These groundbreaking tools, each developed exclusively by Flightpath, deliver increased efficiency and meet EnTrust’s demanding standards of customer service.

The Result

Improved efficiency and communication as well as a concentrated focus on converting new clients has resulted in a significant increase in satisfied investors to the EnTrust site.