Magnitude is a financial advice group which is part of the larger Westpac organisation. Magnitude provides a branding services umbrella for Independent Financial Advisors under which they can advise clients. They required a website integrated with a complex software application that automatically created turn key websites for their independent advisors.
This project delivered a custom website and complex mini site software system. Oneit delivered a Magnitude website through which registered financial advisers could enter their own details, including their financial focus and automatically create their own mini site, under the Magnitude brand. An advisor would have to go to the main Magnitude site, register their name and details and comment on their industry focus. Once completed the system automatically creates a website for that advisor. This means that advisors can roll out their own website really quickly and with little administrative effort. In addition it means that there is an approval workflow by which any changes made have to go through Magnitude head office. It also ensures that all financial advisors comply with the financial services guidelines.
After several years of the website and mini site system being in operation, oneit is now working on a redesign of the Magnitude website and an upgrade of the system.
Oneit also delivered a bench marking tool for the Financial Advisors. The system is complex but the tool is easy to use. It enables all advisors to input their details for example, revenue, number of staff and clients under management. This gives them key performance indicators with which they can bench mark themselves against other advisers within the group. In addition, oneit provided a survey delivery system to monitor the different practices within the Magnitude Group. This allows Magnitude to get feedback on the registered financial advisors.
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