Client Portals Built on
Trust and Compliance.
We develop secure client portals, financial calculators, and document management systems with SOC 2-aligned architecture — so your clients feel confident and regulators see diligence.
The Challenge
Why financial firms struggle with their digital experience.
Client portals that feel like banking software from 2010
Your clients use Venmo, Robinhood, and modern fintech apps daily, then log into your portal and face a clunky interface with nested menus and PDF-only statements. The experience gap erodes trust and makes clients question whether your firm is keeping up with the industry.
Document exchange over insecure email
Advisors and clients still trade tax returns, estate documents, and account statements over email — the least secure channel available. Every unencrypted attachment is a compliance risk. Without a secure document vault integrated into your portal, sensitive data travels through systems you don't control.
Compliance requirements that slow every update
Regulatory bodies require disclosures, disclaimers, and audit trails on every client-facing page. When compliance review takes three weeks for a copy change, your website becomes a bottleneck. A structured CMS with built-in compliance workflows lets legal approve content without blocking the marketing calendar.
Financial calculators that are just embedded iframes
Third-party calculator widgets load slowly, break your brand consistency, and send user input data to external servers you don't control. A custom-built calculator runs on your domain, matches your design system, and captures leads directly — while keeping sensitive financial inputs private.
Our Approach
Financial web development with security as a foundation.
We build client-facing financial web applications with encryption at every layer, role-based access controls, audit logging, and compliance-aware content management — on a stack that's fast, maintainable, and regulator-ready.
Secure client portal with document vault
We build authenticated portals where clients view account summaries, download statements, and exchange documents through an encrypted vault. Files are stored in SOC 2-compliant infrastructure with access logging, automatic virus scanning, and configurable retention policies.
Regulatory compliance layer
We embed compliance into the CMS — required disclosures are enforced by template rules, content changes route through an approval workflow, and every published version is archived with timestamps. Audit trails are exportable for regulatory examinations and internal reviews.
Custom financial calculators
We develop mortgage, retirement, investment, and loan calculators as native React components — fast, accessible, and styled to match your brand. Input data stays on your domain, results can be saved to the client's portal, and calculator interactions are tracked as lead generation events.
Secure document upload & e-signature
We integrate DocuSign or custom e-signature workflows directly into the client portal — clients upload documents, sign agreements, and complete onboarding without leaving your site. Every upload is encrypted in transit and at rest, and status updates notify both the client and advisor in real time.
Results
Outcomes from financial services platforms we've built.
More services for Finance
Web Development for other industries
FAQ
Web Development for Finance — common questions.
We architect the application with SOC 2 Type II controls in mind — encrypted data flows, role-based access, audit logging, and vendor due diligence on every third-party service. We deploy on infrastructure providers with existing SOC 2 attestations and provide documentation mapping our architecture to your firm's control framework.
Yes. We integrate with Schwab, Fidelity, Pershing, and other custodians through their advisor APIs or data feed protocols. Account balances, holdings, and transaction history sync automatically, so clients see current portfolio data without manual updates from your team.
We implement MFA with time-based one-time passwords (TOTP), SMS verification, or WebAuthn/passkeys depending on your client demographic. Session management includes configurable timeouts, device fingerprinting, and suspicious login alerts. We can also integrate with your existing identity provider via SAML or OIDC.
We use a headless CMS like Sanity or Contentful with custom approval workflows. Content editors submit changes, compliance officers review and approve, and only approved content publishes to the live site. Every version is archived with the approver's identity and timestamp for audit purposes.
We implement calculation logic based on standard financial formulas validated against authoritative sources. Each calculator includes a comprehensive test suite that verifies outputs against known scenarios. We also include configurable assumptions and disclaimers required by your compliance team, and the calculation methodology is documented for regulatory review.
Build a portal your clients trust.
Request a free security and UX assessment of your current client-facing web experience — we'll identify compliance gaps and usability improvements.