Who we work with Financial services apps
Client portals and apps for financial services
Portals that let clients check their portfolio any time, and internal apps that replace the spreadsheets your team rebuilds every month.
Apps and portals
from $5,000
AUD, no GST added. Fixed price, agreed before we start.
Get a free quoteWhat we build for financial services
- Client portals on web, iPhone and Android
- Daily data feeds from your custodian or platform
- Adviser and manager dashboards, with each adviser seeing only their own clients
- Commission and incentive calculations, locked as a permanent record
- Connections to HubSpot, monday.com and the tools you already use
- Secure logins and permissions for clients and staff
Our financial services apps
Client portal for a financial services firm
Clients check their portfolio any time on web or mobile, updated daily, so the team no longer builds reports by hand.
A client portal on web, iPhone and Android. Clients see their holdings, gains and losses, model portfolio performance and stock recommendations with interactive charts. Advisers and managers get their own dashboards for their book, their team and sales results. Every day, an automated feed brings in each trade and holding from the firm's custodian, converts it to Australian dollars and updates the portal, the CRM and the team's boards, and each adviser only ever sees their own clients.
Built with Lovable, Supabase, HubSpot
- 2 in 1holdings from two platforms in a single view
- Dailyupdates, straight from the custodian
- Mobileclients check their portfolio on iPhone and Android
Commission app for a stockbroking firm
Commissions are worked out, checked and sent to every adviser automatically, replacing a big monthly spreadsheet job.
The app pulls sales, fees and salaries from three different systems, then applies the firm's tiered incentive rules, super, team bonuses, refunds, and mid-month starters and leavers. Each adviser gets a clear breakdown, and every run is locked as a permanent record once pay goes out.
Built with Supabase, HubSpot, monday.com, Zapier
- 30 minutesa month on payroll commissions, down from 6 hours
- Fewer errorsno more manual calculations
- 3 systemscombined into one commission run
Common questions
Can it pull data from our custodian or platform?
Usually, yes. We've built a daily feed that brings in every trade and holding from a firm's custodian and converts it to Australian dollars. We'll check what your provider offers in the free consultation.
Who can see what?
You decide. Clients only see their own accounts, advisers only see their own book, and managers can see their team.
Can clients use it on their phone?
Yes. Portals can run on web, iPhone and Android from the one build.
How long does it take?
Apps take longer than websites, depending on what they need to connect to. We'll give you a clear timeline before we start.
Is the consultation free?
Yes. Every free consultation includes an audit of your current website or systems, so you'll know what's working and what to fix, whether or not you go ahead with us.
How do you hand over the work?
When your project is finished, everything is handed over in your name: logins, files, brand assets and the platforms we set up. We'll take your team through it on a video call so you know how it all works. Then you choose how it's looked after: we can handle maintenance for you on a monthly retainer, or we'll put together detailed written guides, plus Claude skills your team can use, so you can manage it all yourselves.
Tell us what you need built
We'll reply within one business day with a fixed quote and dates. Every free consultation includes an audit of your current website or systems.
Get a free quoteRelated services