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Data Automation: managing the products section for House of Wealth

Client: House of Wealth SA
Industry: Finance

Fonte HubSpot – da aprile a luglio 2024

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Dato da inserire
Smartphone and Ipad mockup of House of Wealth logo
Mockup Website desktop and mobile
Founded in 2017, House of Wealth SA offers wealth management services.
In 2024, management wanted to strengthen its digital presence with a new site highlighting people, values, and products. Ander Group therefore reorganized the brand identity on frontify, created a new website on HubSpot and developed a script to automate the management of charts related to financial products, improving data usability for clients.

Digital asset management

HubSpot website

Data Automation
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More Than Financial Banner

Brand identity reorganization and website creation

We worked on reorganizing House of Wealth's brand identity using Frontify, a Digital Asset Management platform. The client provided us with existing assets, which we streamlined and structured to ensure consistency and easy access for the entire team.

At the same time, we created a new website on HubSpot, designed to reflect the company's values. The site was enhanced with high-quality photos and videos, all of which were produced by us.

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House of Wealth website notebook mockup
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Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth
Photo shooting House of Wealth

Product visualization and dynamic updating

To ensure that House of Wealth’s products section is always updated with daily values, we developed a script that automates the entire process of data acquisition and visualization.

House of Wealth relies on an external provider that supplies daily updated data on individual fund values in JSON format, accessible through a dedicated public endpoint.

Each day, our solution consults the endpoint for each product, verifies that the new daily value has actually been updated, and proceeds to extract it.

This process allows House of Wealth to keep the products section up-to-date at all times without the need for manual intervention, eliminating the possibility of errors and ensuring more timely updating of information.

API Integration Python script to House of Wealth Website
JSON Data to Graph

The script is not limited to just updating the most recent daily value. The data are used to generate dynamic graphs, visible in the front-end of the site, showing the time series of the funds. Users can also filter the displayed information by predetermined time periods, resulting in a detailed and customizable overview of fund performance.

In addition to interactive charts, the automation daily calculates the fund performances by tracking value changes over various time intervals, summarizing the results in a user-friendly table.

Indicators
Graph and indicators

Results achieved


Thanks to the automation developed for House of Wealth, we have made financial data management more efficient and reliable, ensuring daily updates without manual intervention. This project showcases our ability to address data management needs by integrating digital solutions that streamline operational processes and improve user experience.

"We are extremely satisfied with the new website and the work done by Ander Group. Thanks to their expertise, we have been able to enhance our digital presence and optimize financial data management, providing our clients with a smoother and more intuitive experience."

Gionata Crivelli / Founder & CEO

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Want to automate your data management and improve your digital presence? Contact us and find out how we can help you streamline your processes and offer your customers a unique digital experience!