Investment Advisory Portal
Wealth Management Firm
Portfolios, risk profiling and advisor tools in one client-facing portal.
Services delivered
Project summary
The platform at a glance
An investment advisory portal for a wealth management firm combining client portfolios, risk profiling, goal planning and advisor tools — giving investors clarity on their money and advisors a scalable way to serve more clients.
The challenge
The problems we set out to solve
Clients lacked a clear, real-time view of their portfolios
Advisors spent hours preparing reports clients rarely read
Risk profiling was inconsistent and poorly documented
Onboarding new clients involved repetitive manual paperwork
The firm had weak organic visibility for wealth keywords
What we did · Marketing
An SEO-first growth engine
We ran an SEO-first growth programme: rebuilding technical foundations for Core Web Vitals, mapping high-intent finance keywords to dedicated landing pages, and shipping a content engine that compounds month over month. Targeted Google Ads filled the pipeline while organic rankings matured.
What we did · Development
Designed, engineered and shipped
We designed and engineered the web platform end to end — a fast, accessible front end, a secure and scalable backend, and the admin tooling teams actually use — purpose-built for real finance workloads.
- Unified portfolio dashboard with live performance
- Questionnaire-driven risk profiling and recommendations
- Automated, branded client reporting
- Advisor workspace with client pipeline and notes
Built on a modern, scalable stack
Proven, production-grade technologies chosen to fit the problem — fast to build on and easy to scale.
Frontend
Backend
Cloud
Database
Measurable results that compounded
A 12-month view of organic growth, alongside the headline business wins the platform delivered.
Organic traffic
52,000/ month
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