Wealth Management Website Design and Client Portal Platform
A projection that shows one number implies a certainty no market gives. We show the range.
Contact UsAn Overview of Our Wealth Management Technology Services
Below is an overview of the key areas we cover when building technology for wealth management firms, financial advisors, and investment managers, including client portals, performance reporting, planning tools, and digital onboarding, explained in more detail below.
- Wealth Management Website Design, Financial Advisor Websites, and Investment Management Websites
- Client Portals and Secure Document Portals
- Investment Dashboards and Portfolio Performance Reporting
- Digital Wealth Management and Personalized Investment Experiences
- Financial Planning Tools and Retirement Planning Experiences
- Risk Profiling, Investor Onboarding, and Digital Client Onboarding
- Advisor-Client Communication
- CRM and Wealth Management Integration
- Portfolio and Investment Data APIs and Account Aggregation
- AI-Powered Financial Assistants
- Mobile Wealth Management
- Investment Analytics and Automated Reporting
- Secure Authentication, Identity, and Multi-Advisor and Multi-Office Platforms
- Legacy Wealth Management Modernization
John Hewison
Hewison Private Wealth
A wealth advisory website should communicate its investment philosophy and services clearly. A more organized presentation can help prospective clients understand the firm’s approach and explore the advisory services relevant to them.
Hamish
Choice Capital
A wealth management website should explain advisory services in a straightforward way. Clearer service information and navigation can help families understand available support and identify the right next step.
Benchmarked Against Leading Wealth Management Platforms
We measure every engagement against the client onboarding speed, reporting accuracy, and advisor productivity standards of the strongest wealth management firms worldwide today.
Wealth Management Platforms We Have Delivered
Explore wealth management technology projects from advisory firms around the world, each one reflecting careful client experience and compliance design.
The Wealth Management Platforms and Tools We Use
Wealth management technology only works when grounded in real expertise across custodian data, performance reporting, advisory records, and client security.
We Build On
We Migrate From
Core Wealth Management Technology Capabilities We Deliver
From wealth management website design to legacy modernization, these fourteen capabilities cover wealth management technology end to end.
Wealth Management Website Design, Financial Advisor Websites, and Investment Management Websites
A Clear Statement of Who the Firm Serves, How It Is Paid, and How an Engagement Works, With Required Disclosures Presented Properly
Prospective Clients Understanding the Advisory Relationship Before the First Meeting
Not a Site of Stock Photos and Vague Promises With No Mention of Fees
A prospective client choosing an advisor wants to know who the firm serves, how it charges, and what working together looks like, and an advisor website of stock photos and vague promises, with no fee information and missing disclosures, gives them no basis for trust. We build wealth management, financial advisor, and investment management websites with clear service and fee descriptions, advisor profiles and credentials the firm provides, an explanation of the engagement process, thought leadership, required disclosures and marketing disclaimers presented correctly, and a path to book a first meeting, with advertising and disclosure requirements remaining the firm’s responsibility.
Client Portals and Secure Document Portals
Household-Level Views Combining Every Family Member’s Accounts, With Statements, Tax Documents, and Signature Requests in One Secure Vault
Clients Seeing Their Whole Financial Picture and Retrieving Any Document
Not Documents Emailed as Unencrypted Attachments
A wealth client usually has several accounts across a household, such as joint, individual, retirement, and trust accounts, and wants to see them together and find any document without emailing the advisor. We build client portals and secure document portals with household-level views grouping related accounts, statements, tax documents, and reports in an organized vault, signature requests and status, secure upload, permissions for family members and other professionals such as an accountant, and an audit trail, so clients see everything in one secure place.
Investment Dashboards and Portfolio Performance Reporting
Performance Shown Against the Benchmark and the Client’s Own Goal, With Fees Visible and the Method Explained
Clients Understanding How Their Portfolio Is Really Doing
Not a Statement Showing Balances but Not Whether the Plan Is on Track
A client who sees only a balance cannot tell whether the portfolio is doing what it should, and performance shown without a benchmark, the fee, or the method of calculation can mislead. We build investment dashboards and portfolio performance reporting that show returns over chosen periods against an appropriate benchmark and the client’s goal, asset allocation versus target, contributions and withdrawals, fees charged, and an explanation of the calculation method, with performance presentation rules remaining the firm’s responsibility and past performance clearly not a guarantee of future results.
Digital Wealth Management and Personalized Investment Experiences
Clients Starting Digitally, Receiving a Portfolio From the Firm’s Own Models, and Reaching an Advisor Whenever They Need One
Wealth Services Scaled to Clients Who Want Both Convenience and Advice
Not an Advisor Meeting Required Just to Open a Small Account
Some prospective clients want to start digitally, with a modest balance, and not meet an advisor immediately, while still having access to advice as their wealth grows, and a firm with only a high-touch model turns them away. We build digital wealth management and personalized investment experiences with digital account opening, portfolio recommendations drawn from the firm’s own models and the client’s stated goals and risk profile, goal-based views, and a clear route to a human advisor, with suitability and regulatory obligations remaining the firm’s responsibility.
Financial Planning Tools and Retirement Planning Experiences
Retirement Scenarios Showing a Range of Outcomes Rather Than a Single Number, With Assumptions Clients and Advisors Can Change
Clients and Advisors Planning Together From the Same Model
Not a Retirement Projection Presented as a Promise
A retirement projection that shows one number implies a certainty that does not exist, and clients who cannot change the assumptions cannot explore what matters to them, such as retiring earlier or spending more. We build financial planning tools and retirement planning experiences that show a range of outcomes under varying market assumptions, let clients and advisors change retirement age, savings, spending, and income sources, show the effect on the plan, store scenarios, and state clearly that projections are estimates and not guarantees, so planning conversations are grounded and honest.
Risk Profiling, Investor Onboarding, and Digital Client Onboarding
A Risk Questionnaire and Investment Objectives Captured With Suitability Records, Followed by Identity Verification and Electronic Custodian Forms
A New Client Onboarded Once, Correctly, With the Record Preserved
Not a Stack of Custodian Forms Signed on Paper and Re-Keyed
Taking on a wealth client involves understanding their risk tolerance and objectives, documenting suitability, verifying identity, and opening accounts with a custodian through several forms, and when each is done on paper and re-keyed, the process is slow and error-prone. We build risk profiling, investor onboarding, and digital client onboarding with a risk and objectives questionnaire, suitability records, identity and document verification, electronic completion and signature of custodian and advisory forms, status tracking, and a hand-off to the CRM, with suitability and know-your-customer obligations remaining the firm’s responsibility.
Advisor-Client Communication
Secure Messaging, Meeting Scheduling With Agendas, and Communications Archived Under the Firm’s Retention Rules
Advisors and Clients Talking Securely With a Record the Firm Can Keep
Not Client Instructions Given by Text Message With No Record
Clients send questions and instructions by whatever channel is convenient, and a firm that cannot capture and retain those communications creates a compliance problem as well as a service problem. We build advisor-client communication with secure messaging, meeting scheduling with agendas and follow-up notes, video meetings, and archiving of communications under the firm’s retention rules, with message templates for common requests and routing of client instructions into a tracked workflow, so communication is secure, convenient, and recorded, with recordkeeping obligations remaining the responsibility.
CRM and Wealth Management Integration
Household Relationships, Meeting Notes, and Service Tasks Linked to Custodian Data So Advisors See the Client and the Portfolio Together
An Advisor Walking Into a Meeting Knowing Everything
Not Client Notes in One System and Account Data in Another
An advisor preparing for a client meeting needs the relationship history, family connections, open tasks, and current portfolio together, and when the CRM and custodian data are separate, the preparation is manual. We build CRM and wealth management integration that links household and relationship records, meeting notes, tasks, and service requests to custodian and portfolio data, triggers workflows such as annual reviews and birthdays, tracks prospects through to onboarded clients, and shows the advisor a single view before every meeting.
Portfolio and Investment Data APIs and Account Aggregation
Held-Away Accounts Added With the Client’s Consent, and Custodian and Market Data Reconciled Against the Firm’s Records
A Complete Picture That Includes Assets Held Elsewhere
Not an Advisor Planning From Only the Accounts the Firm Manages
A client’s wealth often includes accounts at other firms, such as a workplace retirement plan or a bank account, and an advisor who sees only the assets they manage plans from an incomplete picture. We build portfolio and investment data APIs and account aggregation that connect custodians, market data providers, and, with the client’s consent, held-away accounts, reconcile balances and positions against the firm’s records, flag breaks, expose secure APIs for the firm’s other systems, and let clients revoke a connection, so planning rests on the whole picture.
AI-Powered Financial Assistants
An Assistant Answering Account and Document Questions After Authentication and Drafting Meeting Summaries for Advisor Review, Without Giving Investment Advice
Advisors Freed From Routine Questions and Paperwork
Not a Chatbot Recommending Specific Investments
Clients ask routine questions about balances, documents, and next steps, and advisors spend hours writing meeting notes and follow-ups, but an assistant that recommends specific investments creates regulatory risk. We build AI-powered financial assistants for wealth management that, after authentication, answer questions about accounts and documents, prepare meeting briefs from the CRM and portfolio data, draft meeting summaries and follow-up emails for the advisor to review, flag clients who may need attention, and refrain from giving personal investment advice, with supervision and recordkeeping remaining the firm’s responsibility.
Mobile Wealth Management
Account Views, Secure Messaging, Document Signing, and Meeting Booking Built for a Phone, With Biometric Login
Clients Staying Connected to Their Advisor Wherever They Are
Not a Signature Request That Waits Until the Client Is Back at a Desk
A client traveling who needs to sign a form, approve a transfer, or message their advisor should be able to do it from a phone, and a mobile experience that merely shrinks the website leaves them waiting until they are back at a desk. We build mobile wealth management experiences with account and portfolio views, secure messaging, document signing, meeting booking, push notifications for items needing attention, biometric login, and secure approval of requests, in a native or web app, so clients stay connected to their advisor wherever they are.
Investment Analytics and Automated Reporting
Client and Household Reports Generated on a Schedule, and Firm Analytics Showing Assets, Flows, and Retention by Advisor and Segment
Quarterly Reports Without Weeks of Manual Assembly
Not a Reporting Season Consuming Every Advisor’s Time
Producing quarterly client reports by hand consumes weeks of an advisory firm’s time, and firm leaders often cannot say which advisors or client segments are growing or at risk. We build investment analytics and automated reporting that generate client and household reports on a schedule with the firm’s branding and commentary, publish them to the portal, and show firm leaders assets under management, net flows, fee revenue, client retention, and concentration by advisor and segment, so reporting is timely and leadership sees the shape of the business.
Secure Authentication, Identity, and Multi-Advisor and Multi-Office Platforms
Multi-Factor Authentication and Permissions by Advisor Team, Office, and Role, With Advisor Pages Within a Consistent Firm Platform
Many Advisors and Offices on One Platform With the Right Access for Each
Not Every Advisor Seeing Every Client
A firm with several advisors across offices must make sure each sees only the clients and data they are entitled to, while clients and prospects expect to deal with their own advisor, not an anonymous firm. We build secure authentication, identity, and multi-advisor and multi-office platforms with multi-factor authentication, role- and team-based permissions, advisor and office pages within one firm brand, lead and client routing by advisor, shared service teams, and audit logs, so access is controlled and each advisor’s relationships are respected.
Legacy Wealth Management Modernization
Portal, Reporting, and Integration Systems Replaced in Stages, With Historical Performance and Documents Carried Across and Reconciled
Modernizing Without Losing the Client’s History
Not a Platform Change That Breaks Years of Performance Reporting
A wealth firm running a decade-old portal and reporting stack faces a particular risk in replacing it: years of performance history and client documents must carry across accurately, and a break in reporting is visible to clients immediately. We build legacy wealth management modernization that replaces portal, reporting, and integration components in stages, migrates historical performance, documents, and client records with reconciliation to the source, runs old and new in parallel before cutover, preserves client logins where possible, and plans rollback, so the firm modernizes without damaging the record clients rely on.
How We Collaborate With Our Clients
We work as an extension of your team, with clear milestones, regular updates, and direct access to your project lead.
Management
Plan tasks, timelines, and project resources efficiently.
Build scalable solutions with clean and secure code.
Monitor performance, fix issues, and manage updates.
Create wireframes, UI designs, and interactive prototypes.
Conduct meetings and discussions to stay aligned.
Frequently Asked Questions About Wealth Management Technology
Questions wealth management leaders, advisors, and operations teams most commonly ask before choosing Keyideas for a project.
Have a question or need support? Our team is here to help and will get back to you within one business day.
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