ABOUTTHE CLIENT
Triglav Investments is a Slovenian asset management company and one of the leading financial institutions in this field in Slovenia. It operates within the Triglav Group and has a long-standing tradition, with its origins dating back to 1994.
The company’s core activity is the management of investment (mutual) funds, as well as individual portfolio management for both private and corporate clients. In addition, it provides investment advisory services, helping clients design and achieve their long-term financial goals.
The company’s offering includes various forms of investing, from one-time contributions to regular monthly investments. Clients are given access to diversified investment portfolios and can monitor their investments through modern digital solutions.
Triglav Investments manages more than one billion euros in assets and serves over 100,000 investors. Its operations are based on expertise, a long-term approach, and responsible, sustainable investing.
In 2025, the company was rebranded from Triglav Skladi to Triglav Investments, emphasizing its broader role – from traditional fund management to a comprehensive investment partnership.
Triglav Investments represents a reliable partner for individuals and businesses seeking to efficiently manage and grow their wealth over the long term.
ABOUT THE PROJECT
At Positiva, we designed and developed a fully redesigned digital investment platform for our client Triglav Investments, one of the leading asset managers in the region, based on the Umbraco CMS.
With the new platform, we significantly improved the presentation of financial products and enabled investors to easily explore funds, compare investment options, and access detailed performance data through interactive tools.
By replacing the restrictive legacy CMS with Umbraco and implementing the uSkinned framework, we provided the client with full control over content management while ensuring a modern, accessible, and secure digital experience.
Before the project began, Triglav Investments was using an outdated CMS that severely limited the independence of internal teams in managing content.
The main challenges were:
- outdated and rigid CMS
- slow and complex editorial processes
- limited capabilities for updating financial products
- outdated visual identity and poor user experience
- demanding system maintenance
These limitations made it difficult to clearly present financial products and slowed down internal processes.
Our goal was to design a modern platform that would enable greater flexibility, improved user experience, and more efficient content management.
On the new platform, we enabled editors to use reusable content components, allowing them to quickly create new pages without the need to involve developers.
This significantly improved productivity and reduced dependence on the technical team.
To support investor decision-making, we developed advanced tools:
- investment return calculator
- interactive fund performance charts
- fund comparison tools
- detailed financial product presentations
These tools enable clear and transparent comparison of investment options.
We integrated the platform with several external systems:
- APIs for fund values and performance
- analytics platforms
- marketing automation systems
- financial calculators
This ensures that the data is always up to date and reliable.
We also established a centralized document hub, allowing users easy access to key documents and regulatory information.
With the new platform, we significantly improved the digital experience for both investors and internal teams.
Users can now easily explore funds, analyze data through interactive charts, and compare financial products in an intuitive way.
