Best in class.

JBWere / Digital Customer Portal

Digital User Experience Transformation + Dashboard Integration.

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JBWere is one of New Zealand's leading private wealth management and specialist investment firms that navigates the world’s financial markets for private and institutional investors. As a business they are devoted to delivering first-class advice and services, based on superior knowledge and market research.

JBWere sought to radically improve their online experience for clients, by delivering a realtime, visual and user centred interaction, which integrated with multiple technology partners providing financial information and management capabilities.



Personalised service – Tailored interface displays holding, activity, enables clients to watch list and access to reports and research

Market leading –  JBWERE now provide a best in class digital financial portfolio tool for their retail and high net worth investors 

Client needs based – Powerful platform for clients to access the best in financial portfolio management with up to the minute research and financial thought leadership

Prioritisation – Customer empathy and testing tuned value proposition, and prioritised requirements

Don’t overbuild – Solution achieved right balance of features by forced prioritisation and user needs assessment.



> Had a hugely positive response from current  clients, the portal is also a selling point for new clients

> Users can tap in to vast resources, yet the service is totally personalised and the interface simple and user friendly

> Portal allows clients to access their portfolio information, valuations and transactional history as well as financial market information

> Provides the benefits of reduced paperwork and streamlined portfolio management for clients

> Built on Silverstripe, the system enables JBWere to more effectively manage its communication to clients through their secure portfolio tools> Solution delivered is a secure and full featured portfolio web application.



> Build a complete understanding of the services they provided as well how their clients made use of those services on their current website

> DNA defined the future user experience and designed a site that would cater for a simple, concise and understated public presence.

The Challenge

How might we deliver a personalised service shaped by client preferences.

jbwere website people 2 jbwere website premium jbwere website dashboard jbwere website services jbwere website our services


  • Development / Integration
  • Digital Strategy
  • Interaction Design
  • Prototyping / Testing
  • User Research / Analytics