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Navian Capital – Techversant

Navian Capital

Overview


Navian Capital’s ATLAS platform offers financial professionals access to a diverse range of investment tools. This three time award winning Portal includes market-linked CDs, structured notes, proprietary structured investments, as well as fixed, indexed, and variable annuities.

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Financial Services Website Development https://www.naviancapital.com/

Requirements & Challenges


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Navian contacted us to create an application to provide access to a variety of tools including:

  • Product Training and Continuing Education
  • Compliance Testing
  • Personalized Marketing Collateral
  • Filtering and Comparison Tools
  • An Order Entry System

This project required the integration of these existing tools into a member portal that was seamless and easy to use.

Solution

  • Developed custom pluglins to integrated functionality from four seperate third party applications.
  • Created a single page design that provided access to all required functionality without leaving or refreshing the page.
  • Navian ATLAS Portal has won the BISA Technology Innovation Award for three consecutive years.

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