Case Study

Tortoise Advisors

Tortoise invests in essential assets – those assets and services that are indispensable to the economy and society. With a steady wins approach and a long-term perspective, Tortoise strives to make a positive impact on clients and communities. As of April 2019, Tortoise has over $20 billion under management.

Tortoise Advisors Main Screenshot
  • UX
  • Umbraco
  • UI Development
  • Web Design
  • Integrations
  • API Development
  • Custom Data Library

The Need

Tortoise Advisors needed a total overhaul of the user experience, content, and all of the data that they provide to investors, media, and potential investors. With a large base of investment data to distribute for a multitude of funds, the management and organization of this content needed to be streamlined and centralized. This included various external sources of incoming data (from US Bank, among others), podcasts and video, as well as large archive of press releases and related fund documentation. 

To add to the complexity, the marketing team and fund managers required detailed regulatory review and approval capabilities of the content. 

The Solution

Scandia immediately went to work analyzing and reviewing the vast content eco-system of the existing websites. In all, there are 8 separate websites that make up the content environment. This includes the separate websites for the funds that Tortoise releases to investors. Each fund has a subset of content including, performance data, fund documents, tax information, and a number of other commonalities.

Scandia quickly realized Umbraco would be a perfect fit for this diverse content. One of the most important parts of this solution is how to centrally manage the tens of thousands of records of performance data. We built a custom section for non-technical editors to be able to create custom data sets for display on the fund and index websites. This functionality includes generating table data, charts, and various filtering and sorting options for end users. This means that any new funds that are released, do not require new development efforts. In addition, as this data is critical for investors, a full monitoring and scheduling system was built to alert key personnel if data syncing issues occur. 

On top of this, we also built a non-branded micro-site that the investment firm utilizes for insights data, among other things. 

The Result

Tortoise can now reliably manage all of the complexities around data management, content refreshing, and fund integrations right from within their Umbraco backoffice. The ROI on this initial investment will be a mere months away when they can eliminate a $10,000 per fund launch with their previous system/vendor. Instead, the marketing team can finally focus efforts and budget on expansion and feature development, instead of maintenance only. 

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