Websites for Financial Services

Your clients trust you with their retirement. Stop emailing PDFs of statements and disclosure updates. Give each client a secure portal where quarterly reports, KYC documents, and engagement letters live in one audit-ready place.

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Looking for a tailored solution for your firm? View our industry overview

Industry Needs

Client statement delivery cadence

Regulatory disclosure updates

Secure document exchange

KYC and engagement onboarding

Audit trail for client communications

Choose Your Path

Path A

WordPress / WooCommerce

Best for solo or small teams
Fast launch
Plugin-based flexibility

Path B

React / Django Custom

Best for growing organizations
Phased rollout
Complete ownership

Growth Roadmap

Path A can be your starting point. Path B is where you evolve when operations demand more.

Professional Website

Establish credibility online

Structured Intake

Forms, booking, document collection

Client Area

Billing, retainers, basic portal

Custom Portal

Full system ownership

Path A. WordPress / WooCommerce

Solo advisors or small planning firms under 100 client households that want a credible, compliance-aware marketing site while still delivering statements by email. Good fit if you do not yet need a per-client login.

Phases

1.Marketing site with compliant disclosures and firm brochure
2.Lead-capture forms routed to your CRM
3.Plugin-based secure file upload for one-off document requests

Core Pages

Home / About / Team with credentials (CFP, CFA, licences)
Services (Financial Planning, Investment Management, Retirement, Tax)
Fee disclosure and conflict-of-interest policy
Client Resources / Education
Contact / Schedule Consultation

Core Features

Compliant disclosure pages with versioned archive
Calendar integration for discovery calls
Newsletter with unsubscribe compliance
Educational article library

Limitations

•No per-client login. Statements still emailed as PDF attachments
•Manual workflow when regulators require updated client disclosures
•No audit log of who read which document and when
•Plugin-dependent for any secure file upload

Path B. React / Django Custom

Growing advisory firms with 100+ households, multi-advisor teams, or anyone servicing high-net-worth clients who expect self-service access to quarterly reports, tax documents, and engagement letters.

Phases

1.Per-client portal with MFA login and role-based access
2.Document vault with versioning and read receipts
3.Performance and holdings report delivery (integrate with Orion / Envestnet / etc)
4.Engagement letter e-signature plus audit trail

Core Features

MFA login with advisor-level staff permissions
Per-client document vault with versioned statements
Quarterly report generation or ingestion from portfolio-accounting feed
E-signature on engagement letters and ADV updates with timestamped audit log
Compliance archive of all client-facing communications
Internal staff dashboard for compliance review

Our Recommendation

For most independent advisory firms, we start with Path A so clients see a credible, disclosure-compliant site while you keep existing email workflows. Path B is worth the investment when you cross roughly 100 client households, when regulatory review finds email-based statement delivery a weak control, or when an HNW client explicitly asks for a branded portal. Swapping from Path A to Path B is a rebuild, not a migration. Plan the transition when current friction justifies the cost.

Why This Matters

Own your website and data

Avoid unnecessary platform lock-in

Build around your workflow

Add private infrastructure when needed

Ready to explore this path?

Request a review and we'll recommend the right approach for your Ontario business.

Get a Proposal

No obligation. We'll tell you honestly if this makes sense for your business.