Chase Global Mutual Funds Group in New York City partnered with Twelve Point Rule Ltd. to create a new site for investors to obtain information about and apply for mutual fund accounts.
Twelve Point Rule divided the Chase Funds site into three parts, one for education about the funds with a complete online library, the second for the allocation of assets, and the third for online trading, servicing, and viewing account information. Billings were not disclosed.
“With this site, Chase provides the customer with both online pre-sales support and long-term account management, ” said Bryan Thatcher, president/CEO of Twelve Point Rule, “Customers can design their investment strategy and interact with their account on their own time.”
As part of the production of the site, Twelve Point Rule integrated a Java- based tool for online asset allocation provided by Smart Money Interactive. With this tool, worksheets assist users to properly allocate their assets among stocks, bonds and cash for various financial goals.
“The addition of Smart Money Interactive’s worksheets makes Chase Funds a content site as well as a customer service site” Thatcher said. “Tools that calculate compound interest either for savings accounts or mortgage payments provide an extremely useful service to the consumer.”
The site for Chase Global Mutual Funds is the latest of a series of sites produced for Chase Global Mutual Funds Group by Twelve Point Rule. In addition to this site and the Chase Vista Funds site, Twelve Point Rule also created both a special access site for Chase Vista Select customers as well as a global site for investors residing outside the US.
Twelve Point Rule in New York is an interactive design agency; clients include Time Warner Cable NY, Nickelodeon, Mendola Artists Representatives and CBGB’s.
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