Build a Customer Portal for Financial Planning

Financial advisers, wealth managers, and retirement planning specialists. A customer portal solves a core problem: portfolio overview and meeting scheduler.

Financial Planning professionals deal with collecting and organising client financial documents and generating compliant statements of advice. A purpose-built customer portal handles user authentication, account settings, support tickets, so you can focus on the work that actually matters.

MVP features (launch in 4-6 hours):

- Login system

- Order viewing

- Basic messaging

Advanced features (add later):

- Document sharing

- Invoice payments

- Project tracking

- Custom branding

This customer portal is moderate complexity, achievable in a focused sprint. We recommend starting with the MVP and iterating based on real user feedback from your financial planning clients.

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Here are some ways financial planning businesses use a customer portal:

- Agency client portal: Adapted for financial planning workflows and terminology.

- Wholesale ordering: Adapted for financial planning workflows and terminology.

- Service delivery tracking: Adapted for financial planning workflows and terminology.

Every customer portal we build is customised to the specific needs of your financial planning business. No generic templates.

You have two paths:

Build it yourself. Join a buildAcademy cohort and build your customer portal in 3 weeks with expert guidance.

Have us build it. We scope your financial planning customer portal project, quote a fixed price, and deliver within 4-6 hours to 2 weeks. Learn more about buildAgency.

Either way, you end up with a working customer portal built specifically for financial planning professionals.