Sierra Nevada Wealth Management

Milestones:
- Automated daily podcast system
- Secure encrypted client communication system, which allows clients to log in and see content specific to their portfolio, as well as allow SNWM staff to post information for each client, including documents online specific to each client.
- Clean design, easy for clients to use.

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What Makes this Site Successful?
The logo development and subsequent web site roll-out proved to be vital to linking their services to the community. For their existing clients, we developed a secure communication portal, where each client who is logged in sees information specific to that client's portfolio and interests, including news, documents due for signing, messages and alerts to each client, and more.