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With the launch of our new operational service, AdvisorWorks we are looking for a new design for our website. We are looking for fresh, innovative concepts and designs that clearly express our company in the best possible light to our clients. Our firm is focused exclusively on delivering outsourcing solutions for better wealth management.

AdvisorWorks- Integrated workflow platform deployed on a SAAS model that empowers Wealth Managers with the client facing and practice management tools to manage clients efficiently and to ensure a high quality client experience. With an integrated Service Bureau, AdvisorWorks allows Wealth Managers to outsource non-core functions such as trade and custodial reconciliations, security pricing, performance measurement, portfolio analytics and the delivery of customized, high quality statements.

LifeStage Portfolios- Asset-class based model portfolios designed to efficiently capture market performance in a risk-managed fashion.

Consulting and Professional Services- Strategic Advisory for Wealth Managers, specializing in the areas of business planning, marketing strategy, operational workflow and systems and application assessment and integration.

Our target client base includes Bank and Trust companies, independent investment advisors, and family offices.

We are looking to take our website, which we will provide for reference, to a new level that mixes creativity with professionalism. Creating clutter free design that keep a variation of our red, grey, or black scale but should incorporate an additional accent color is what we are looking for.

In terms of what we are looking for:


A balance of professionalism and creativeness

Fresh design that clearly defines who we are and what our company does

Reflect our companys philosophy

Clutter free design

No videos, little movement of icons/ pictures

Landing Page Design and Follow on Pages:

Centered webpage

Identification of key services in centered boxes for rapid navigation to area of interest

Separate area for solutions by client type-eg Registered Investment Advisor, Bank and Trust Company, Family Office

3 vertical columns of information, with top navigation

Thick upper tab

Clean, well structured with a significant amount of white pace between the columns, photos, and icons

Keep the red and grey scale with maybe one additional accent color ( can go on a darker grey/ black scale )

Design of a new family of icons or buttons for each service

Navigation Method:

Potential use of tiles for navigation

The following are some companys websites that have caught our eye in terms of the clean consistent look we are trying to achieve. You will notice a modern interface web structure in the most of the example sites; try to follow this interface without copying their look. For reference about our current website, please go to www.netherby.com. Attached is also a markup of the design we are currently leaning towards.

Example Sites








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