Werthstein is a financial technology start-up with an investment strategy centered on its online robo-advisor investment service.
As part of the effort to increase sales and interest in their unique investment service, Poet Farmer was commissioned to completely revamp their corporate website as well as their customer-only investment portal.
Poet Farmer continues the relationship by continuously improving the website for functionality and design and placing more focus on lead generation as the company itself continues to grow.
One of those improvements is the Manage Your Wealth tool. It gives users the option to configure a portfolio, by choosing which their preferred risk level and setting their initial and monthly investment. Through a series of complex formulas, the expected returns in various scenarios are calculated and plotted. When satisfied, users can create an account and start out with their portfolio straight away.