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Success Story

Parametric Portfolio

Customizing portfolios to unique client goals.

A Sitecore upgrade from 8.2 to 9.

Meet Parametric Portfolio

For nearly 30 years, Parametric Portfolio has been bringing clarity and accessibility to investment science, with customizing portfolios to unique client goals.

Industries

  • Finance

Technology

We only use industry leading technologies to build high performing solutions.

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Sitecore

Upgrade from 8.2 to 9

Screenshots of the Parametric Portfolio website

An Upgrade To Stay Ahead

To get the most out of Sitecore’s latest features and updates, Fishtank upgraded Parametric Portfolio to Sitecore 9, giving them a new digital home. The upgrade gave Parametric Portfolio access to the latest marketing features and improved support, and allows Parametric Portfolio to deliver relevant and personalized experiences for their visitors.

Screenshots of the Parametric Portfolio website

Screenshots of the Parametric Portfolio website

Empowered Content Authoring

The upgrade empowered Parametric Portfolio’s content authors and marketers to take control of their site and make changes. After the upgrade, Parametric Portfolio’s marketers can easily edit, create and publish content without technical assistance, and have access to the latest digital marketing tools. The teams were also given plenty of training to ensure they can expertly manage their web properties without any external assistance.

Overview

A Sitecore upgrade for marketers and content authors to utilize the latest features and updates.

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Sitecore Upgrade

An upgrade from Sitecore 8.2 to 9.

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Empowering Content Authors

Marketers and content authors can now confidently take control of their site and make changes.

Related solutions

Explore what else we have to offer.

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Get Sitecore

Deliver world-class customer experiences using Sitecore.

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Sitecore Support

Maintenance and urgent support work.

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Content Strategy

Convert at every stage of the buying cycle.