Investment Advisory Portal
Wealth Management Firm
Portfolios, risk profiling and advisor tools in one client-facing portal.
Services delivered
- Website Development
- SEO
- Admin Dashboard
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
- 01
Clients lacked a clear, real-time view of their portfolios
- 02
Advisors spent hours preparing reports clients rarely read
- 03
Risk profiling was inconsistent and poorly documented
- 04
Onboarding new clients involved repetitive manual paperwork
- 05
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.
- SEO
- Technical SEO
- Content Strategy
- Google Ads
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.
- Website Design
- Website Development
- Admin Dashboard
- API Development
- Unified portfolio dashboard with live performance
- Questionnaire-driven risk profiling and recommendations
- Automated, branded client reporting
- Advisor workspace with client pipeline and notes
Technology stack
Built on a modern, scalable stack
Proven, production-grade technologies chosen to fit the problem — fast to build on and easy to scale.
Frontend
- Vue
- Next.js
Backend
- Node.js
Cloud
- Azure
Database
- PostgreSQL
Outcomes
Measurable results that compounded
A 12-month view of organic growth, alongside the headline business wins the platform delivered.
Organic traffic
52,000/ month
- +285%organic traffic increase
- +165%advisory leads
- 3.5xconversion improvement
- 58%faster reporting
- 94%client satisfaction
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