Financial Advisory Portal Boosts Client Engagement by 45% in 3 Months

About Our Client

The client is a mid-sized wealth management firm based in the United States, offering personalized financial planning, investment advisory, and retirement services. With a growing base of tech-savvy clients, they needed a platform that allowed users to manage finances independently, stay updated on portfolio changes, and communicate securely with advisors.

Challenge

The client relied heavily on emails, phone calls, and PDFs to share updates and documents. This led to:

• Fragmented client communication and long response times.
• Manual report sharing and document signing processes.
• Limited client visibility into real-time portfolio performance.
• Low engagement among younger, digital-first investors.

They required a modern, user-friendly portal to centralize services and improve digital engagement across all customer segments.

Solution

Celestial Infosoft designed and developed a customer portal tailored for financial clients, combining real-time data access with secure collaboration tools.

Key Features Delivered:

• Portfolio Dashboard: Interactive visualizations of holdings, risk profiles, and asset allocations.
• Document Vault: Secure storage and easy access to contracts, reports, tax forms, and more.
• eSignature Integration: Streamlined digital approval of key documents and agreements.
• Personalized Notifications: Real-time alerts for portfolio updates, market events, and advisor messages.
• Advisor Chat & Scheduling: Clients could chat securely, ask questions, and book one-on-one sessions.
• Payment Gateway: Online invoice payments via Stripe for advisory and consulting fees.

Project Highlights

• Mobile-Responsive UI: Seamless access across desktop, tablet, and mobile devices.
• Compliance & Security: Data encryption, two-factor authentication, and audit logs to meet regulatory standards.
• Client-Specific Dashboards: Dynamic content based on client goals, financial plans, and risk level.
• Scalable Cloud Deployment: Built on AWS for performance and security at scale.

Results

• 45% Increase in Client Engagement within 3 months of launch.
• 70% of Users Switched to the portal for document sharing and communications.
• Faster Advisory Turnaround: 40% fewer support calls and faster advisor responses.
• Improved Customer Loyalty: Clients praised the transparency, convenience, and personalization.

Technologies and Tools

• Frontend: Angular, Tailwind CSS
• Backend: Node.js, Express.js
• Database: MongoDB
• Integrations: Stripe API, Firebase Auth, DocuSign
• Cloud: AWS S3, AWS Lambda
• Security: JWT, OAuth2, 2FA, Data Encryption

Client Feedback

“This portal has completely transformed how we interact with our clients. It’s fast, secure, and client-friendly, exactly what we needed to move into the digital future.”

– Client Says