Case Study: Trilogy Financial achieves a secure, integrated, and easy-to-manage intranet with Kentico

Trilogy - Customer Case Study

Trilogy Financial, a wealth-management firm founded in 1999, needed a secure, user-friendly intranet built on the same Kentico platform as their public site. Administrators wanted a single admin portal to manage users, granular permissions, company announcements, documents and media, while integrating with a separate proprietary commission system that enforces strict compliance and limits access to only a user’s clients or team.

Golden Communications built the intranet within the existing Kentico instance, using out‑of‑the‑box membership, roles and permissions, page templates, blogs and media libraries, plus custom modules/web parts to surface user-specific commission data. The result is a clean, easy-to-navigate intranet where staff quickly find information and administrators can manage content, documents, forms and media without programmer help, meeting Trilogy’s security and compliance needs.

Trilogy