High Support Costs
Your back-office spends hours every day helping clients update addresses or resending lost PDF statements.
Investor Portals
Digital Service
Secure self-serve management for investors.
We build premium digital environments where high-net-worth clients can securely view portfolio performance, access sensitive tax documents, and digitally sign new investment mandates.
- Secure web and mobile-responsive dashboards displaying aggregated balances, recent transactions, and historical performance
- Digital document vaults containing all historical tax statements, contract notes, and quarterly reports securely in one place
- Self-serve capabilities allowing clients to securely update their bank details, change their address, or adjust their communication preferences
Lack of self-service frustrates high-net-worth clients.
Premium clients expect their wealth manager to provide the same digital agility as their retail bank. If a client has to email the office just to update their nominated bank account, or if they receive their sensitive quarterly reports via unencrypted email attachments, they feel the service is outdated and insecure.
Opaque Performance
Clients call repeatedly because the legacy portal's charts are impossible to read on a mobile phone.
Security Risks
Advisers are emailing highly sensitive tax documents and PII (Personally Identifiable Information) because there is no secure portal vault.
The deliverables
Centralized client operations.
We engineer highly secure dashboards that give your clients complete control and visibility over their wealth.
Investor Dashboards
API integrations pulling live data from your Portfolio Management System (e.g., Praemium, Iress) to display real-time balances.
Interactive Performance Charts
Building bespoke React components that allow the user to easily compare their portfolio performance against major indices.
Secure Document Vaults
Interfaces for securely delivering sensitive documents, ensuring tax reports are never sent via plain email.
Identity Management (CIAM)
Secure, centralized login flows using Auth0 to ensure strict data privacy and mandatory MFA.
Featured Wealth Platform
Modernizing fund operations.
See how we helped a boutique funds management firm digitize their archaic, paper-based onboarding process, allowing them to verify complex trust structures via API and secure $50M in new capital entirely online within the first month.
WealthTechDigital Onboarding
Project Overview
Frictionless, compliant capital raising.
We developed a highly secure application flow that intelligently adapts based on the entity type (Individual, SMSF, Company). It automatically queries ASIC and identity registers for real-time AML/KYC checks, generating a pre-filled, compliant digital mandate for the investor to e-sign.
Frequently Asked Questions
Common questions about wealth tech.
How do you handle complex entity structures (Trusts, Companies, SMSFs)?
We build dynamic logic into the digital application. If a user selects 'Corporate Trustee for a Trust', our React form automatically generates the exact required fields for beneficial owners, drastically simplifying what is traditionally a confusing 40-page PDF.
Can you integrate with Portfolio Management Systems (e.g., Praemium, Iress)?
Yes. We build secure API middleware to pull real-time portfolio data, asset allocations, and historical performance from your core systems, displaying it securely within the custom investor portal.
How do you ensure data security for high-net-worth clients?
We implement enterprise-grade IAM (Identity and Access Management) using Auth0 or Okta. We enforce strict Multi-Factor Authentication (MFA), ensure all data is encrypted at rest, and use secure document vaults to eliminate sending sensitive tax files over email.
Start your business website
Ready to build a website that supports your business?
Tell us about your company, required pages, existing website and functionality. We will reply with a recommended development approach, estimated timeline and scope.
- Recommended platform and CMS approach
- Defined deliverables and responsibilities
- Estimated timeline and suitable budget range
Request your website proposal
Complete the form and we will respond within one business day.
No obligation · Your information stays private
Modernize your wealth
and funds management operations.
From compliant digital onboarding of complex entities to highly secure, premium investor portals, we build software that drives capital growth and operational efficiency.
Get a Proposal ↗