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CompuSmile case study
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at a glance
at a glance
direct client New Wealth Funds
indirect client
nature of work web site design & development
role consultant
time frame 2001.04 - 2001.06
status complete
in a nutshell I designed and built a mission-critical web site for a small financial services firm managing the stock portfolios of foreign investors.
 
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accomplishments
accomplishments

I designed and built for New Wealth, Inc. the lifeblood of its operations, NewWealthFunds.com. The web site is the primary tool the firm uses to manage its clients' investments. (See sample screenshots below.)

The site's basic functionality consists of the following items:

  • Through the site, New Wealth's administrators can manage the accounts of their clients, manage the accounts of their brokers, and manage the funds the firm offers to its clients.
  • New Wealth's clients can view the values of their portfolios on a daily basis, update their contact information, view profiles for the funds in which they may wish to invest, and get in touch with the firm through a custom contact form.
  • Brokers bringing clients to the firm can view the values of their commissions on a daily basis, and they have access to all the features of the site available to their clients.


The web site's features include the following:

  • dynamic, database-driven content
  • user login with password protection
  • "role-based" security to present different views and feature sets to different types of visitors (e.g., potential clients, paying clients, administrators, brokers)
  • SSL ("https") encryption for additional security
  • near-real-time financial performance graphs imported directly from Yahoo
  • context-sensitive help system
  • mission-critical data backed-up on a daily basis
  • sharp, clean, professional appearance
  • consistent look-and-feel across the site
  • intuitive navigation
  • optimized image file sizes and page sizes for shorter download times
  • custom "contact page" and prominent contact links
  • contact links concealed from "e-mail harvesters"
  • compatible with all major browsers on all major computing platforms
  • understated "rollover effects" for main navigational links enhance site's interactivity and aesthetic appeal
  • all pages spell-checked to ensure highest professional image
 
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see it for yourself
see it for yourself

web site design

The New Wealth Funds site requires visitors to log in (and it is thus inaccessible to anyone but privileged users), but the following screenshots demonstrate its basic look-and-feel.

Click on the thumbnail images below to open their full-size versions in a new window.

sample work, thumbnail

sample work, thumbnail

 
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tools & technology
tools & technology
tools
  • Macromedia Dreamweaver UltraDev
  • Macromedia Fireworks
  • ActiveX Components:
    • JMail
    • ASP.HTTP
  • Microsoft Access

technology

  • ASP
  • SQL
  • ADO
  • ActiveX
  • JavaScript
  • HTML
  • CSS
  • SSL
  • relational database design
  • image file optimization
 
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don't take my word for it!
don't take my word for it!

"Scott delivered exactly what I asked for. He took the time to understand my business; he kept me well-informed of the project's status as his work progressed; he explained our options in overcoming any technical hurdles that arose; and he took extra efforts to keep my costs down."

Ed Arvelo
President
New Wealth, Inc.

 

 
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