Wealth Platforms
With Portfolio Context.
We build wealth-management interfaces and workflows for holdings, allocations, tax records, and advisor-client collaboration.
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Workspace
Bring balances, portfolio changes, planning information, and review tasks into a coherent experience with controlled access.
Portfolio View
Organize balances and positions with the context needed for review.
Change Workflow
Record proposed redistribution and the decisions surrounding it.
Tax Context
Keep relevant tax information alongside portfolio and client workflows.
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Wealth Platforms
With Portfolio Context
Connect fund balances, asset-allocation scenarios and tax records with the valuation dates and assumptions needed for portfolio review.
Explain Portfolio Balances
Associate holdings and fund values with their source, currency and valuation date before presenting a combined view.
Keep Allocation Changes Explicit
Record proposed asset-distribution changes and their assumptions separately from completed transactions.
Connect Supporting Records
Keep tax-related information and transaction history linked to portfolio records for review by the responsible team.
Context
Scenarios
Records
Workflow
Connect holdings and allocation scenarios to source records.
Holdings
Identify fund and asset holdings.
Valuation
Show balance sources and valuation dates.
Allocation
Record allocation scenarios and assumptions.
Records
Link transactions to relevant tax records.
Review
Review authorized portfolio changes.
Clarify Portfolio Software with valuation and allocation context
- ✔
Associate holdings with source, currency and valuation date.
- ✔
Keep proposed allocations separate from completed activity.
- ✔
Connect transactions to relevant tax-supporting records.
Portfolio Inputs
- ✘
Avoid fund balances without their valuation context.
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Avoid allocation scenarios with hidden assumptions.
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Confirm the assets and account relationships represented.
Allocation Scope
- ✔
Agree on portfolio views and scenario calculations.
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Exclude allocation changes outside the selected scenario.
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Exclude unapproved trading actions from review tools.
Holding Review
- ✔
Review proposed changes against the underlying holdings.
- ✘
Do not present a scenario as a completed transaction.
- ✘
Do not combine balances from unexplained valuation dates.
Performance Metrics You
Cannot Ignore
Our data-driven approach ensures your digital infrastructure is optimized for maximum speed, high conversion, and long-term search engine dominance. By replacing guesswork with concrete, evidence-based insights, we transform your digital presence into a measurable, high-performance asset.
53%
of mobile users abandon a site if it takes longer than 3 seconds to load.
7%
Drop in conversion rates for every 100-millisecond delay in load time.
100%
Performance score on Lighthouse correlates with higher SEO rankings.
400%
Return on Investment (ROI) for every dollar spent on UX engineering.
Architecture & Performance
State Manager
Testing isolated logic for project1 within a secure sandbox environment.
Search Algorithm
Testing isolated logic for project2 within a secure sandbox environment.
DOM Kanban
Testing isolated logic for project3 within a secure sandbox environment.
Async Data
Testing isolated logic for project4 within a secure sandbox environment.
CSS Variables
Testing isolated logic for project5 within a secure sandbox environment.
Form Validator
Testing isolated logic for project6 within a secure sandbox environment.
Architecting the Future of
Front End Engineering
Building robust, scalable, and highly interactive user interfaces utilizing modern web technologies and best practices.
Component-Driven UI
We build modular, scalable component libraries that ensure design consistency and accelerate development cycles across apps.
Performance Optimization
Focusing on Core Web Vitals, we utilize advanced caching strategies and code-splitting to deliver lightning-fast experiences.
Responsive Interactivity
Creating immersive interfaces that adapt seamlessly to any viewport. We blend fluid animations with intuitive layouts.
Advanced State Management
Managing complex data flows with precision using modern tools like Redux Toolkit and Zustand for predictable app behavior.
API Integration & GraphQL
Seamlessly connecting front-ends to microservices with efficient data fetching strategies using Apollo GraphQL and React Query.
Design Systems
Bridging the gap between design and code with living style guides and Storybook integration for pixel-perfect implementation.
Looking for plans and pricing?
Get a preview of our enterprise PPC services
Growing PPC’s performance starts with a plan customized to your business, industry, and audience. So, we build a customized enterprise PPC service plan for your organization, providing you with a roadmap for how we’ll achieve your goals for paid search, from greater brand awareness to bigger market share.
Custom PPC Plans
Starting at
$650 / month
How we determine pricing
Your Ad Spend
Your advertising budget will not only determine your monthly management costs, it will also help determine which advertising channels we’d recommend investing in to maximize your marketing budget.
Networks and Targeting
Your custom strategy will depend on where you are looking to advertise- Google, Bing, Programmatic, etc. Your WebFX strategist can recommend PPC channels for you based on your business goals!
Creative Needs
If you have an in-house designer, you may not need WebFX’s support with the creation of branded ad creative. However, many of our clients trust WebFX’s design team to create professional, branded display ads for any campaign type.
Included for All PPC Plans:
- In-depth keyword research and advanced selection
- Competitor and industry analysis
- Data-backed keyword development
- Ongoing ad strategy management and optimization
- Access to our in-house revenue acceleration software RevenueCloudFX
Engineering Insights
Explore our most frequently asked questions to understand our approach to front-end architecture, performance optimization, and scalable design systems.