Advice Resort – SAAS WordPress Development by Idea Maker

The Problem

Advice Resort is a company that fills a particular niche. Working with financial planners to coordinate collaborations with financial specialists to suit their clients, Advice Resort was looking for a quality B2B website for their services. When you see a financial planner, they don’t always know your specific needs. Advice resort connects financial planners to specialists to help them create the perfect plan for their clients. Advice Resort creators started the project with another designer, but the results didn’t fill the needs. They came to Idea Maker with a partially complete project and more problems than solutions.

Our Solution

After consulting with Advice Resort, Idea Maker was able to rescue the project and fulfill the client’s needs to create a collaborative platform to conduct business on. Once the project was complete, Advice Resort had a fully functioning website that surpassed the client’s expectations. The client’s features on their wishlist that the previous designer could not complete were made easy with Idea Maker.

Custom B2B Website Design

Advice Resort can set up consultation meetings between clients and specialists with the new comprehensive website, coordinate custom financial plans for clients, and track reports. Further, the new website created a platform for payment processing and secure file transfers between customers and specialists.

Working with Idea Maker

Idea Maker consults with the client with every project, listening carefully to their specific needs before putting together the best team or the job. Our web developers have varied backgrounds and specializations, but we only recruit the strongest in each task for your projects. We are based in Orange County, California, and we understand the importance of a strong web presence. When we work together to create the best website for you, we do more than build for aesthetics. We delve into the deepest parts of the website to make sure that it functions for you and your clients.