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Financial Planning & Investment Advisory Website

A modern website for an investment advisory firm with interactive financial calculators.

Project Overview

Correlation Investment partners with promising insurance businesses by providing strategic growth capital and industry expertise to support their long-term success. The firm focuses on building collaborative partnerships with management teams to help accelerate innovation, operational excellence, and sustainable value creation. Its investment approach emphasizes technology-enabled solutions, disciplined execution, and responsible growth across the insurance sector. Through a combination of financial support and strategic guidance, Correlation Investment helps portfolio companies strengthen their market position and achieve scalable, long-term growth.

The Challenge

An investment advisory firm needed a digital presence that went beyond a static brochure site. They wanted to showcase their financial planning services while actively helping potential customers evaluate investment opportunities. Without interactive tools, the firm relied entirely on in-person consultations to demonstrate value.

Our Solution

We designed and developed a fully responsive React website that positions the firm as a trusted financial partner while putting powerful planning tools directly in the customer's hands. A suite of interactive financial calculators was built — each targeting a key life milestone — allowing users to input their parameters and instantly see estimated returns.

The results

Interactive calculators driving higher engagement and lead conversion

Fully mobile-responsive experience across all devices

Self-service planning reducing dependency on consultations

Clear visualization helping customers make confident decisions

Key features

Financial Calculators

Goal-based planning tools that project returns and growth across multiple life milestones — helping customers visualize outcomes before they invest.

Mobile-First Design

Fully optimized experience across all screen sizes, ensuring customers can explore services and run calculations from any device.

Service Showcase

Clean, professional presentation of the firm's investment philosophy, team expertise, and advisory services — building trust from the first visit.

Personalized Projections

Dynamic output tailored to each user's inputs — investment amount, timeline, and goals — delivering instant, personalized financial insights.

Client Stories

What our clients say

“I have had the pleasure of working with Webrulers Infotech on both simple and highly complex Odoo customization projects for my company. Their team consistently delivers exceptional results, whether the task is straightforward or demands intricate, detailed work. Throughout our collaboration, they have demonstrated a deep understanding of our needs, always approaching challenges with expertise and a positive attitude.”

Jay Lake

“I've had an excellent experience with Webrulers Infotech. They communicate quite well with understanding. They provide consultation for each procedure. Also their support is excellent. I strongly recommend them.”

Abdulaziz Alanazi

“Webrulers Infotech Team have highly skilled and professional developers who specialize in Odoo Development. They consistently deliver high-quality work on time. Their attention to detail and expertise in their field are unmatched, and they are always willing to communicate and provide guidance.”

José Luis Gaytán

“Deciding to go with Odoo ERP was a good decision for a small business like ours. But finding the right partner like Webrulers Infotech is like seeing light at the end of the tunnel of our digitization journey. It is like having developers in house. Besides the technical skills, communication and budget are equally important for an SME. Webrulers Infotech has shown keen interest in trying to understand my problems and help come up with honest and innovative solutions in the most reasonable of budget and time of delivery.”

Richie Kalra

“Working with Webrulers Infotech has been a great experience. As the founder of a recruitment company for hospitals across Brazil, I've relied on their team for several Odoo developments. They've consistently delivered solid results with professionalism and attention to detail.”

Diego Ferrari

“I have been working with Webrulers for quite some time. I always come away from the interaction that I am working with a team of responsible, hard working, very skilled programmers. They are willing to listen to every one of my concerns, and not stop till I am satisfied with the results of my request.”

Ian Phillips

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