This website was created to enable WM Financial Services clients to access online stock and mutual fund trading and also educational tools on Invest1to1.com

»The design was created to leverage existing collateral materials - colors and logos. Additionally Juvare worked with the WMFS vendor to develop an online trading brochure - see PDF. »
»Marketing materials were developed with the WMFS design house to promote the website, they were included in customer statements of WM Bank. See PDF
» News and indices are live and update every 20 minutes
» The financial consultant locator was developed for use by existing customers and prospects
»The site was designed to educate and empower - cross selling of products is achieved subtley - using this portal as a platform.
» The Interactive Stock Analyzer - the most used feature on the public site - was developed by Genesis Capital with marketing assistance from Juvare. WMFS was the first US financial services company to enable public access to this system.

Juvare managed the entire project from concept through to deployment, including: business requirements, audit trails, vendor integration management, site flow, nomenclature for trading site, custom tools development with affiliate companies, QA of public and online trading site, legal and compliance and the writing and development of marketing materials . Following launch Juvare was retained to work with the client on upgrades and enhancements until an in-house group could be established. Juvare produced extensive documentation for the hand-off to WM personnel.