Background & Challenge
Evans & Partners (E&P) is a leading wealth management and stockbroking firm known for providing tailored investment advice. They needed a way to give their clients 24/7 access to their investment portfolios and market data in a secure online environment. The vision was a comprehensive client portal where investors could log in to view their stock portfolio performance, get live market updates, and communicate with their advisors.
The portal had to integrate real-time financial data (like stock prices and market indices), generate custom reports, and meet stringent security standards – all while remaining easy for a non-technical audience to use
Solution
We designed and developed a bespoke Client Portal from the ground up as a custom web application tailored to the needs of E&P's clients. This included the creation of a live portfolio dashboard, customisable reports, curated research feeds, secure messaging, and robust access control with 2FA and audit logs.
Key Features & Benefits
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Live Portfolio DashboardClients can see an up-to-the-minute overview of their investments – with dynamic charts of their portfolio value, asset allocation breakdowns, and live stock prices streaming in real time. This dashboard updates as markets move, giving users a sense of control and timeliness that was previously unavailable outside of calling their broker.
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Customisable ReportsWe built in tools for clients to generate and download portfolio valuation reports on-demand. They can customize date ranges and formats (PDF, Excel) to create reports for tax time, performance review, or meetings with their advisor. What used to require a phone call and a day’s wait is now self-service and instant.
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Research & Market DataThe portal provides a curated feed of live market data, news, and Evans & Partners’ own research publications. Clients can read analyst reports or the latest market commentary right alongside their holdings, all in one place.
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Secure MessagingTo enhance communication, we integrated a direct messaging feature where clients can send inquiries to their advisor securely through the portal (fully encrypted). Advisors can respond in-app, keeping sensitive financial conversations in one secure thread rather than email.
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Robust Security & Access ControlGiven the sensitive financial data, we implemented bank-level security including two-factor authentication, encrypted databases, and strict user access controls. Each client only sees their own portfolio data, and every action is logged for audit purposes.
Project gallery
Results
The client portal transformed how Evans & Partners engages with its clients, driving higher transparency, convenience, and trust. With over 5,000 clients actively using the platform, daily logins have surged and support calls for routine queries have dropped as clients can access valuations, statements, and reports instantly. Advisors benefit too, gaining more time for strategic conversations rather than administrative tasks. The portal has also become a clear market differentiator, attracting tech-savvy investors and giving E&P valuable data-driven insights into client behaviour so they can continuously refine their service.
This case study underlines Programmable Soda’s capability in complex web app development – delivering a user-friendly yet highly sophisticated system that meets the exact needs of the financial industry
“Our custom portal has revolutionized the client experience. It’s like having a personal trading desk at your fingertips, but with the guidance of our firm still there.”
