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Matrix Planning Solutions - Membership Platform

Matrix Planning Solutions Ltd, a prestigious Australian financial advisory dealer group, recognized the need to modernize their digital infrastructure to better reflect their commitment to quality advice and support for their national network of professional financial advisers. The project's ambition was to transition from an Umbraco-based system to a scalable WordPress Multisite platform, thereby streamlining their web presence and facilitating the growth of their adviser network.

Launch Site

Transition to a Scalable WordPress Multisite Platform

Completion: October 2022

Website: Matrix Planning Solutions

Matrix Planning Solutions Ltd, a prestigious Australian financial advisory dealer group, recognized the need to modernize their digital infrastructure to better reflect their commitment to quality advice and support for their national network of professional financial advisers. The project's ambition was to transition from an Umbraco-based system to a scalable WordPress Multisite platform, thereby streamlining their web presence and facilitating the growth of their adviser network.

Objectives:

  • Migrate to a WordPress Multisite platform to enhance digital infrastructure.
  • Ensure the new system supports the company's growth and the addition of future brands.
  • Improve website management efficiency and reduce operational costs.
  • Maintain a high level of compliance and security appropriate for the financial industry.

Challenges:

The client's existing website was encumbered by high maintenance costs and a rigid content management system, which limited their ability to scale and adapt to the evolving needs of their advisers and clients.

Solutions:

We developed a cost-effective and flexible WordPress Multisite solution that centralized the management of multiple sites, allowing for seamless expansion and brand diversification.

Development Highlights:

  • Multisite Network: A robust parent theme was established, with the capability for individual child themes to cater to specific branding requirements.
  • Custom Post Types: Tailored post types were created for documents, adviser directories, and events, enhancing content structure and accessibility.
  • Secure Client Portal: A secure login was integrated, enabling clients to access personalized financial advice and resources.
  • Educational Resources: Comprehensive training documentation was provided, ensuring that advisers could fully leverage the platform's capabilities.
  • SEO and Performance Optimization: The site was optimized for search engines and performance, improving visibility and user experience.

Innovative Technologies:

The WordPress Multisite Foundation was chosen for its:

  • Single dashboard management for a network of websites.
  • Centralized theme management with customizable child themes.
  • Efficient site cloning and rebranding capabilities.
  • Streamlined updates and maintenance across the network.

Results:

The new WordPress Multisite platform has empowered Matrix Planning Solutions with a digital ecosystem that is both scalable and adaptable. It has significantly reduced the operational costs and provided a flexible content management system that aligns with the company's growth strategy and commitment to providing exceptional financial advice.

Client Testimonial:

"The transition to the WordPress Multisite platform has been transformative for our digital strategy. It has not only reduced our operational costs but also provided us with the flexibility we need to support our advisers and clients effectively. The platform's scalability means we can continue to grow without being hindered by technological constraints." - Eoin, Head of Technology, Matrix Planning Solutions

Conclusion:

The successful deployment of the WordPress Multisite platform for Matrix Planning Solutions is a testament to our ability to deliver tailored digital solutions that align with the strategic goals of our clients. This project has set a new benchmark for the company's digital presence, ensuring that their network of advisers has the tools they need to provide quality, goals-based financial advice to Australians nationwide.

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