Rede Partners
'Game-changing' Digital platform for Rede Partners, allowing institutional investors to navigate upcoming funds.
uptime
months project duration
Working closely with Rede Partners to create a bespoke platform to showcase their constantly updated current fund offering.
SoBold launched a bespoke online platform that is considered a "game-changer" for global financial services firm, Rede Partners.
Rede Partners approached SoBold needing a bespoke platform developed to replace their ‘Current Fund Offering’ mailout and PDF with a constantly updated, secure online portal.
We were lucky enough to have been provided a clear and thorough brief by Rede giving us a full breakdown of the functionality the solution required.
RedeWire was developed over a period of several months, split across multiple design and development sprints.
The process was highly iterative as additional requirements came to light and user feedback started being received by real end users. SoBold’s agile workflow allowed for these changes to be accommodated seamlessly within the project.
The portal was built on top of the WordPress CMS, chosen by Rede for its scalability and ease of use.
Establishing user journeys and flows
RedeWire needed to work for a narrow, high-value audience, institutional investors and Limited Partners used to reviewing fund information through polished, professional channels, not a generic portal login.
SoBold combined the creation of user personas, information architecture, and high-fidelity wireframes to define the platform’s user experience from the ground up, before any visual design began. The result carries Rede Partners’ brand identity through every screen, using their colour palette and typography to keep the platform feeling like a natural extension of the firm rather than a bolted-on tool, reinforcing the same trust and credibility investors expect from Rede offline.
Personalisation from the first login
RedeWire offers complete personalisation from the moment Limited Partners log in. They can set their investment preferences and tailor the funds displayed on their offering dashboard.
RedeWire offers complete personalisation from the moment Limited Partners log in. They can set their investment preferences and tailor the funds displayed on their offering dashboard.
Alongside the central RedeWire platform for viewing, filtering and favouriting funds, SoBold designed and developed a bespoke front end editing and approval interface to digitalise their offline fund approval process.
Rede Partners and their clients are now able to send out live previews of how a fund will appear on RedeWire, gather real time comments, or make fully audited edits to the page’s content before submitting it for approval and publication on the RedeWire portal.
The solution needed to be fully integrated with Rede’s CRM system, DealCloud, passing back data on user interactions and page views allowing the team to follow up with interested clients.
Testimonials
The SoBold team have been a real pleasure to work with and have successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy to use the platform is.
Gabrielle Joseph
Managing Director
Beyond the launch
RedeWire launched to Rede’s full customer base, and initial feedback was overwhelmingly positive.
The platform saw a high number of account activations and interactions within its first full week of use.
Our work with Rede didn’t stop there, we continued to work with Rede to manage the platform and rolled out enhancements on a monthly basis.
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