Your clients expect a portal. Give them one worth logging into.

We integrate with Schwab, Fidelity, Pershing, and other major custodians via their official APIs or automated data feeds. Account opening forms pre-fill from intake data, performance metrics pull nightly for dashboard updates, and holdings sync in real time. For custodians with limited API access, we build secure SFTP and flat-file ingestion pipelines. See our application development integration approach.

We build with SEC and FINRA compliance in mind from day one: comprehensive audit trails, role-based access controls, communication archiving, and configurable disclaimer management. We work directly with your Chief Compliance Officer during the design phase to document every requirement and build examination preparation tools with searchable archives. See our application development approach.

Yes. Automated performance reports pull portfolio data from Schwab, Fidelity, or Pershing and render it in custom visualizations branded to your firm. Clients see holdings, performance against benchmarks, and transparent fee breakdowns in real time, 24/7. Scheduled report delivery via email keeps clients informed without advisor effort. See our application development services.

A focused portal with digital onboarding, DocuSign e-sign, and a document vault is typically 10 to 14 weeks. Full reporting dashboards with custodian data integration and automated performance reports extend to 4 to 6 months. We deliver in phases, so your team can start using the onboarding portal with new prospects while reporting features are still being built. See our application development timeline.

Yes. We design and develop financial advisor websites on Next.js that put your firm's credentials up front, rank for local searches like "financial advisor in Hyde Park," and bring in consultation bookings. Each site includes advisor profiles, service pages by specialty, and integrated scheduling. Branding and performance optimization are included.

Most wealth management portal projects range from $5,000 to $50,000 depending on custodian integrations, reporting complexity, and compliance features, and most land between $18,000 and $35,000. A focused portal with onboarding and document vault sits at the lower end, while a full platform with automated performance reporting and multi-custodian data aggregation runs higher. See our application development page for pricing context.

We build with regulatory requirements baked in: communication archiving, audit trails, access controls, and disclaimer management. We work with your Chief Compliance Officer during design to document every requirement. The platform supports examination preparation with searchable archives and compliance dashboards. See our application development security approach.

We build with React or Next.js on the frontend, Node.js on the backend, and PostgreSQL with encryption at rest. Custodian data flows through official APIs from Schwab, Fidelity, and Pershing. E-signatures use DocuSign or a compliant alternative. All infrastructure runs on SOC 2-eligible cloud services. See our web development page for more.

We provide ongoing maintenance and support covering custodian API updates, compliance feature additions, security patches, and performance monitoring. Financial software needs active maintenance as custodian APIs evolve and regulatory requirements change. It runs on a retainer: you put down a deposit, the work is billed against it at $150 an hour, and you get a monthly summary.

Yes. We build multi-advisor architectures with team-based client assignments, hierarchical reporting, and advisor-specific dashboards. Each advisor sees only their clients while firm leadership gets portfolio-wide analytics. Branch offices and satellite teams are supported within a single platform. See examples on our portfolio page.