SA Stone Wealth Management

When INTL FCStone (now renamed to StoneX Group) purchased Sterne Agee and were working through the merger, they needed a web development firm to show their new and current clients that they were still in good hands. They turned to Kinetic to help complete the project within their ambitious timeline.

We initially worked with SA Stone Wealth Management on their online needs, this particular web property is to be used by two different client bases: independent broker-dealers who are looking to affiliate with a larger administrative entity and their clients who are looking for information on the newly merged organization. The challenge was making sure that all demographics would be adequately served by the project’s result. Through the use of multiple WordPress installs and crafted language that funneled users to the appropriate location, Kinetic refined and delivered a product that easily serves both audiences.

When SA Stone Wealth Management needed someone to help them with another web system for the newly merged subsidiary, they knew that Kinetic was a good investment. We worked with SA Stone to complete a system where their affiliated broker-dealers could go to grab all the various forms they needed to complete transactions and change information for their financial clients. We worked with SA Stone to make sure the portal offered security and ease of access to their broker-dealer network.

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