Budros, Ruhlin & Roe


Financial service firms must provide an image of strength and trust.  They also need to communicate their ability to connect with their clients, and that they are a trusted adviser across generations.  The new site for Budros, Ruhlin & Roe accomplishes these goals. We provided extensive custom programming which includes a custom .NET client portal and dashboard to provide document view tracking, client data management, client document view and document upload, as well as many other client-focused features.

Key elements...

  • Created a secure (Qualys approved) custom Client Portal Dashboard
  • New tools for creating "required documents review" reports to regulatory bodies
  • New design to communicate strength of company and client connections

ZOOM CMS modules...