Financial services
Wealth data an advisor can actually present to a client
Financial platforms rarely fail on calculation. They fail on presentation — the moment an advisor has to turn a correct but dense portfolio view into a conversation a client follows.
What the work is up against
01
Complexity has to survive simplification
Wealth metrics and regulatory updates must stay accurate while becoming readable. Losing either is a failure.
02
Regulation moves faster than release cycles
Advisors need current regulatory context surfaced in the product, not circulated separately as a PDF.
03
Onboarding is where clients are lost
The gap between signing up and seeing something useful determines whether an advisor platform is adopted at all.
What we build for fintech teams
Interactive wealth dashboards
Rich charting that keeps portfolio complexity intact while making it presentable in a client meeting.
Automated client notification
Reporting and alerting pipelines that reach clients on schedule without an advisor assembling anything by hand.
Authentication appropriate to financial data
Secure access designed around the sensitivity of the holdings rather than around convenience defaults.
Advisor-facing portals
Interfaces organised around the conversation an advisor is about to have, not around the structure of the underlying database.
Onboarding engineered for time-to-value
Shortening the gap between signup and the first genuinely useful view, which is where advisor platforms are won or abandoned.
How we approach it
Presentation is the hard part
Financial platforms rarely fail on calculation. They fail at the moment an advisor has to turn a correct but dense portfolio view into something a client follows. The Finstream work was a presentation problem wearing a data-engineering costume.
Regulation belongs in the product
Circulating regulatory updates as separate documents guarantees they are read late or not at all. Surfacing current context inside the tool the advisor already has open is a meaningfully different design brief.
Engagement duration is the honest metric
For an advisor portal, a 40% increase in engagement duration means the tool became usable enough to stay open during a client conversation — a better signal of adoption than login counts.
Delivered work
Finstream — Switzerland
An interactive data dashboard and management platform for Swiss financial advisors.
- Increase in engagement duration
- 40%Increase in engagement duration
- Client notification pipeline
- AutomatedClient notification pipeline
- Client onboarding efficiency
- ImprovedClient onboarding efficiency
Questions we get from fintech teams
- Our calculations are already correct. What would you change?
- Almost certainly the presentation. Financial platforms rarely fail on computation; they fail at the moment an advisor has to turn a dense but accurate portfolio view into a conversation a client follows. That is a design problem wearing a data-engineering costume.
- How do you keep regulatory context current?
- By surfacing it inside the tool the advisor already has open rather than circulating it separately. Updates distributed as documents are read late or not at all, which is a meaningfully different brief from adding a compliance page.
- What does success look like for an advisor portal?
- Engagement duration, more than login counts. A 40% increase in time spent in the Finstream portal meant it had become usable enough to stay open during a client meeting — which is the actual adoption signal.
- How quickly can a new client be onboarded?
- The number that matters is time-to-first-useful-view rather than time-to-account-created. The gap between signup and seeing something worth showing a client is where advisor platforms are abandoned, so onboarding is engineered against that specific interval.
- Do you work with regulated entities outside Switzerland?
- Yes. The Finstream platform was built for Swiss advisors, but the constraints that shaped it — data residency, auditability, authentication proportionate to the holdings — recur across the UK, the Netherlands and Singapore. What changes between jurisdictions is the specific regime, not the architecture it imposes.