Portals with private access
Investment portal
A public site with plans and prices on show, and behind the private login a market dashboard with indices, charts and up-to-date financials.
Industries
Finance
Client portals, market dashboards and subscriptions.
How this industry works
What we learned about this industry
A financial service sells two things: judgement and information. The judgement comes from a person; the information can come from the system, and that is where time is won. A portal with private access delivers the second without anyone sending anything by hand.
What we apply
The solutions that work in this industry
They are ordered by where to start: the first one shows results fastest.
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Automation
AI assistants
Assistants trained on the company's documentation that answer enquiries, draft and classify, built into the site and WhatsApp.
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Dedicated development
Custom software
Dedicated development with an assigned team and deliveries every two weeks, for when the process is the business's edge.
Frequently asked questions
Sobre software para finance
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Where does the market data come from?
From financial data providers. In your case it is defined during discovery, based on the sources you use and the instruments you need to track.
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How is access to the panel controlled?
Only active clients, each with their own login, progressive lockout after failed attempts and a check that there is a human on the other side.
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Does it work if my service isn't about investments?
Yes. The structure works for any subscription service: a public side that sells and a private side with whatever the client bought.
Let's talk
Tell us what you need to solve
Write to us and we reply within the working day with something concrete: whether a ready-made solution already exists for you or a dedicated build makes more sense. The first meeting is free.