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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.

The problem

«Clients pay a subscription and the information is sent to them by hand.»

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.

The investment portal's home page with a private consultation booking

What comes built in

  • A public shopfront with plans, prices and appointment booking
  • Private access for subscribers only, with progressive lockout
  • Seven market dashboards on a single screen
  • Subscription billing and user onboarding

What changes once it is running

  • Clients log in and check whenever they like; nobody sends reports by hand.
  • Prices and plans are published, so enquiries come from people who already know what it costs.
  • What is paid for stays on the inside, behind a door that is genuinely shut.

Frequently asked questions

Sobre investment portal

  • Does it work if it isn't about investments?

    Yes. The structure is the same for any subscription service: a public shopfront, billing, and a private panel with whatever the client bought.

  • How are subscribers set up?

    Today the team creates them once payment is confirmed. With automatic billing, sign-up can be instant.

  • Where does the dashboard data come from?

    From market data providers. In your case, from the sources you already use or those we agree during discovery.

  • ¿Se puede adaptar a cómo trabajamos nosotros?

    Para eso está el diagnóstico. La base ya funciona; lo que se ajusta son tus circuitos, tus nombres y tu identidad visual.

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Let's talk

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