Vanda partnered with Struto to move at pace. We developed their new website on HubSpot Content Hub using our strutoCX template, created a single sign-on experience across three web apps using Auth0 integrated with HubSpot Memberships, and built a secure research portal with expiring links for premium PDFs.
On the strength of that delivery, Vanda asked us to rescue a stalled CRM implementation, redoing the FolioMetrics migration, shaping a fit-for-purpose pipeline, reporting and quotes, and adding in-email sentiment tracking. The outcome is simpler access, protected content, cleaner data and sharper sales visibility, with enablement that puts Vanda’s team in control.
Vanda is an independent data and research firm that equips investment professionals with real-time positioning and flow insight to support smarter risk management and tactical decision-making. Its proprietary, daily updated datasets, delivered via the VandaXasset and VandaTrack platforms, reveal the forces driving price action and the catalysts behind key market shifts.
Complemented by weekly, data-powered research and direct access to seasoned strategists, Vanda helps global institutions anticipate portfolio risks, avoid crowded trades, and act on market opportunities with confidence by transforming complex market signals into clear, actionable intelligence.
Vanda approached Struto to scope and deliver a new website on HubSpot Content Hub. At the time, a separate partner had already begun a HubSpot implementation project for Vanda’s CRM, but progress had stalled.
1. Website and content experience
2. Access and security for product and research
3. CRM progress and data integrity
Vanda needed a partner who could:
- Estee Hall, Head of Production at Struto
We designed and built Vanda’s site on HubSpot Content Hub using the strutoCX framework, tailored to their brand. To keep the experience flexible and scalable, we delivered a library of page templates and components, then enabled Vanda’s team to handle content population themselves. We backed this with hands-on training so the team could work quickly and confidently from day one.
To simplify access and secure premium research, we provided technical consulting for Vanda’s SSO roll-out with Auth0 and integrated HubSpot Memberships to enable single sign-on across all three web apps. We migrated the research portal into HubSpot Content Hub and built a management module for uploading and organising reports. To protect paid content, we implemented custom expiring links for PDFs so that any shared URLs become invalid.
On the CRM side, we turned around the in-flight implementation by rebuilding the data migration from FolioMetrics into HubSpot, joining multiple tables into a clean, reliable dataset. We co-designed and configured a deal pipeline aligned to Vanda’s sales process, built dashboards and reports for sales and content performance, and added in-email like/dislike tracking to capture audience sentiment at the contact level. We also created customised quote templates to standardise pricing and maintain brand consistency, and trained the team through to go-live.
The website was ready quickly, but SSO set-up required additional time, which delayed things a bit. On go-live, a communications conflict triggered an unintended setback; however, Struto supported rapid remediation and worked with Vanda to resolve the issue and stabilise the experience.
The source export from FolioMetrics comprised multiple interrelated tables that required careful joining and validation before import. Struto rebuilt the migration to ensure relationships, history and reporting needs were preserved.
Struto delivered a branded HubSpot Content Hub site with a swift turnaround. Following training, Vanda’s team took ownership of content population, accelerating time-to-launch.
By integrating Auth0 SSO with HubSpot Memberships, Vanda now delivers a single, consistent access experience across its web apps. With access management centralised in HubSpot, admin is reduced and the customer experience is improved.
Vanda’s research portal now sits in HubSpot Content Hub behind authenticated access, with custom expiring links that safeguard premium PDFs by preventing them from being shared beyond authorised users.
Following a clean migration from FolioMetrics to HubSpot, a right-sized deal pipeline, reporting, and custom quote templates improved sales execution and visibility. With the introduction of email engagement buttons (like/dislike), they can now capture per-contact research sentiment to inform content and product decisions. The Vanda team reports that they are happy with HubSpot, and find it easier to use versus their previous platform.
Struto delivered quickly, provided training and stepped in with technical support when needed, building trust and momentum.
Following the website success, Vanda appointed Struto to complete the CRM implementation, replacing the previous partner.
This use case demonstrates how investment research providers can combine HubSpot Content Hub, Memberships and Auth0 to deliver premium content securely at scale. The successful project proves how a clean migration and right-sized process design can unlock faster adoption and better visibility for revenue teams.
Our partnership with Vanda continues, with discussions around a retainer to provide continuity for optimisation, reporting iterations and incremental improvements.
Potential enhancements could include further personalisation of research experiences based on like/dislike and engagement data, and additional automation across the sales and onboarding journey as the dataset matures.