Case Study: Montgomery Investment Management simplifies investment applications with 14islands

Montgomery Investment Management - Customer Case Study

14islands worked with Montgomery Investment Management, a boutique funds management firm in Sydney, Australia, to simplify a complex investment application process. The challenge was to turn more than 20 pages of paperwork into an easy-to-use online form that could generate and pre-fill the legal documents needed for an investment.

14islands designed and built a responsive web application in Drupal with custom functionality for external system communication and PDF generation, alongside a tailored style guide and user-friendly interface. The result was a smoother digital application flow that was built from mobile up to large screens, and the client praised 14islands for its professionalism; however, no specific quantitative impact was provided.

Montgomery Investment Management

Roger Montgomery

Chief Investment Officer