Since the redesign of JPMorgan’s Fund Management adviser website, usage of the site has increased, resulting in benefits for both advisers and investors. The improved design and usability of the site is a collaboration of the top practices of other successful financial management sites, offering improvements in design and convenience for advisers’ usage.


Specific applications further demonstrate the quick, easy functioning of the new site. The creation of the New Fund Explorer application makes accessing fund information simple and quick. Advisers are able to easily match investor’s desired characteristics, asset class, performance ratings, and other information, with a click of the mouse. The Fund Profiles new layout is clear and straightforward, with information on fund performances, holdings, fees and other important figures now easily accessible. My Portfolio is a new application within the Prices and Performance section of the website where advisers can customize the site for each individual investor and save the modified settings as they go.


Each alteration to the website has been created to promote convenience and up-to-the-minute knowledge for advisers, creating what JPMorgan calls an “intelligent relationship” between them and their investors.

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