Finance
Finance clients don't want fireworks — they want clarity, compliance and a website that doesn't embarrass them in front of a regulator. We build portals, advisor tools and brand systems for firms where trust is the product.
Client portals that don't leak.
Secure, auditable, multilingual platforms for wealth, asset management and advisory firms. We take compliance seriously — authentication, data residency, audit trails, role-based access — and we ship software that feels as considered as your investment committee.
What we ship
Client portal
A secure, mobile-friendly portal where clients see statements, performance, documents and messages. SSO, MFA, role-based access, and a full audit log for compliance.
Advisor workbench
An internal cockpit for your relationship managers: client 360, pipeline, task list, document generation, and compliant messaging — in one typed app, not eight tabs.
Marketing site + thought leadership
A firm site that ranks for your niche (private banking, impact investing, RIA services) with a publishing workflow that lets you ship a quarterly letter without calling IT.
KYC & onboarding flow
A digital onboarding funnel that captures ID, risk profile, source of funds and signatures — integrated with your existing compliance provider (Onfido, Sumsub).
Reporting & PDF generation
Quarterly reporting with branded PDFs, performance charts and customisable commentary. Generated from your data warehouse — not copy-pasted from Excel.
Data & integrations
Custody, PMS, CRM, accounting — all glued together with typed APIs and a proper event log. We make the stack look deliberate rather than accidental.
Plays we run
- 01
From spreadsheet to portal in a quarter
Replace emailed statements with a real client portal in 90 days — authentication, documents, performance and messaging. Keep the spreadsheet as the source of truth until you're ready to migrate.
- 02
Compliant multi-lingual brand site
A FINMA/MiFID-aware marketing site in EN / FR / DE / IT with a review workflow your compliance officer actually signs off on. No more stray "guaranteed" claims slipping through.
- 03
Advisor-productivity pack
Cut a relationship manager's admin by 30% — document templates, pre-filled forms, calendar booking links, meeting notes with AI summary. Time back into client conversations.
Typical stack
A brand your compliance officer can actually approve.
Financial brand work lives in a narrow corridor — serious without being stiff, modern without being risky. We deliver identities that travel across a pitch deck, a portal, a printed prospectus and a regulator's inbox without changing character.
What we ship
Brand & visual identity
Naming (where needed), logo suite, type system, colour tokens and an illustration direction that feels institutional without looking dusty.
Pitch decks & prospectuses
A master deck + a flexible template system so any partner can build a bespoke pitch in an afternoon. Printed fund prospectuses with editorial typography.
Annual & quarterly reports
Reports designed as one document, not a patchwork — charts, commentary, portfolio snapshots — in a system that takes updated numbers and repaginates itself.
Motion & explainer videos
Short explainer motion pieces for onboarding, new products or investor relations. Clean typography, calm pace, compliance-friendly.
Conference / event design
Investor day booklets, stage graphics, name badges, signage — so your flagship event feels as considered as the research it presents.
Internal comms system
Templates for the stuff no-one talks about but everyone sees: intranet headers, email signatures, slide masters, document templates. Raises the floor for everyone.
Plays we run
- 01
Re-brand a 20-year-old firm without spooking clients
A phased rebrand — logo refresh → colour system → website → collateral — paced over a quarter so long-term clients see evolution, not a rupture.
- 02
One template, every quarter
A reporting system where updated data auto-flows into the designed report — no designer needed each quarter, no more "why is this chart different this time".
- 03
Investor-day identity kit
From save-the-date to stage graphics to follow-up deck — a one-off identity around a flagship event, with print-ready and screen-ready assets.
Design deliverables
Common questions
Are you SOC 2 / ISO 27001 compliant?
We build aligned with SOC 2 and ISO 27001 controls — least-privilege access, audit logs, encryption at rest and in transit, SSO / MFA. We're not a certified auditor, but we work alongside your compliance team to ensure the platform passes the audit your firm sits.
Where does the data live?
You decide. We routinely deploy in Switzerland (Infomaniak, Exoscale), the EU (AWS Frankfurt / OVH), or your existing private cloud. Data residency is part of the spec, not an afterthought.
Can you integrate with our custodian / PMS / CRM?
Almost always yes. We've integrated with Avaloq, Temenos, Addepar, Salesforce FSC, and a number of boutique custodians. Where native APIs don't exist, we build a typed intermediary so the rest of your stack stays clean.
Do you do regulated apps (payments, broker-dealer)?
We build the product and the UX; licensing / registration is yours. We partner with regulated vendors (Stripe, Adyen, Swissquote) so you can ship without becoming a MiFID firm overnight.
Building trust into software?
Send us a brief — new portal, re-platform, brand refresh. We'll reply within one business day with a shape and a realistic budget.