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For: Wealth Managers & Real Estate Developers

The White-Glove Client Portal Build

A custom client-facing portal or deal-tracking system, live in 60 days, that replaces manual spreadsheet work and makes you look more sophisticated to high-net-worth clients or investors, without needing an internal IT team.

See Pricing

The Problem

You're running client reporting or deal tracking through spreadsheets and disconnected tools. It takes hours every week, and it doesn't make you look like the sophisticated operator you are.

The Solution

We turn your current manual process into a white-labeled portal or dashboard your clients or investors see as an extension of your brand, built, integrated, and staff-trained in 60 days.

What’s Included

Every deliverable stacked into this offer, not sold separately.

  • Workflow Audit & Custom Spec

    Maps your manual process into a system spec.

    $1,500 value
  • Custom Portal/Dashboard Build

    Full analytics dashboard with market comparables engine and automated reports, client-facing or internal deal tracker.

    $6,000 value
  • White-Label Branding

    Looks like your in-house tool, not a vendor’s.

    $1,200 value
  • Staff Training + Client Walkthrough Materials

    Get your team (and your clients) comfortable with the new system.

    $1,200 value
  • 60-Day Support & Refinement Window

    Bug fixes and refinements after launch.

    $2,000 value

Bonuses

  • +

    Client-Facing "New Portal" One-Pager

    A ready-to-send announcement for your clients.

    $400 value
  • +

    Data Security/Privacy One-Pager for HNW clients

    Answers the security questions HNW clients ask.

    $400 value

If your team isn't fully trained and using the system confidently within 30 days of launch, we provide additional training sessions at no charge.

Total Value$12,700
Your Investment$9,000–$12,000
You Save~$700

We take on a limited number of white-glove builds each quarter, because this is hands-on work, not templated.

Place Your Order

Prefer to start smaller? Each package below is one component of the full build above, with its own delivery time, the same pricing you’ll see at checkout.

FinTech SaaS Development

Scalable wealth management tools, retirement calculators, and automated financial planning suites.

Starter
$3,000
  • MVP FinTech web app
  • Core financial workflows integrations
  • Basic user authentication
  • 3-week delivery
Enterprise
$20,000
  • Multi-tenant SaaS architecture
  • White-label capability
  • SOC2-ready security posture
  • Custom integrations + onboarding
  • 12-week delivery

Real Estate Data Analytics

Property valuation models, yield analysis, and development feasibility dashboards.

Starter
$2,000
  • Property valuation model
  • Cap rate & yield calculator
  • CSV data import/export
  • 2-week delivery
Enterprise
$12,000
  • Custom ML valuation model
  • Portfolio-level analytics
  • GIS mapping integration
  • White-label dashboard
  • 9-week delivery

Related Work

Real projects, real outcomes.

Real Estate Analytics Platform

Real Estate Analytics Platform

Property valuation and feasibility dashboard for real estate developers.

ReactPythonAPIsSQL

Analyzed $50M+ in real estate deals

Client Feedback

AAlex P.
Alex P.
Real Estate Developer
“Built an amazing property analysis tool that we use daily. It's transformed how we vet potential deals.”
LLisa C.
Lisa C.
Wealth Management Director
“Our advisors now generate client-ready portfolio reports in seconds instead of hours. The tool is intuitive enough that zero training was needed.”
SSarah K.
Sarah K.
Financial Advisor
“Delivered a perfect retirement planning tool—intuitive and accurate. My clients love the visualization features.”

Ready To Get Started?

Book a 20-min workflow walkthrough call. No commitment required.

Send a Project Inquiry