Portal type
Firm-specific client experience
Portal / Client Experience
A portal built around how your advice firm actually works.
The portal is the client-facing layer of the operating system: onboarding, documents, service workflows, adviser visibility, CRM data, and reporting shaped into one product clients can trust.
Core layer
Dashboard, workflows, documents, data
Behind the glass
Adviser and operations visibility
Commercial start
Scope builder and full quote path
- The interface is designed around confidence, not internal system terminology.
- The workflow model covers both the client journey and the staff operating view.
- The data layer can sit behind the scenes while the product stays simple.
Client layer
Dashboard, forms, documents, progress
The part clients touch needs to feel calm, credible, and easy to return to.
Staff layer
Adviser, admin, and operations views
The internal layer shows status, blockers, data quality, and where work is stuck.
System layer
CRM, identity, workflow, reporting
The portal connects to the systems that already run the advice business.
Core Features
The core set gives you a proper portal. The roadmap can go much further.
These are the common building blocks. If the firm needs calculators, education journeys, custom dashboards, client communities, AI-assisted workflows, or a more unusual digital experience, that becomes part of the scoped brief.
Client dashboard
A calmer home for clients to see their next actions, key information, team access, progress, and relevant service moments.
Smart onboarding and reviews
Progressive forms, save and resume, validation, branching, review workflows, and cleaner handoff into the team.
Secure access and roles
Identity, permissions, client groups, staff roles, and navigation shaped around who should see what.
Documents and approvals
Document upload, structured document requests, vault-style access, workflow state, and integration with the systems holding the source files.
Workflow visibility
Adviser and operations views that expose status, blockers, approvals, service events, and the next move for each client.
CRM and data sync
Portal activity can be wired back to CRM, workflow automation, reporting, notifications, and the operating rhythm of the firm.
Reporting hooks
The portal can make adoption, service levels, bottlenecks, outstanding actions, and client engagement visible rather than anecdotal.
Designed interface system
The portal is treated like a product: branded, responsive, tested, and designed around confidence rather than internal form logic.
How We Build
Designed like a product. Launched like an operating change.
Map the operating model
We start with client journeys, staff handoffs, CRM ownership, document movement, and the workflows the portal needs to make clearer.
Design the experience
Information architecture, screen states, trust cues, navigation, workflow visibility, and branded interface patterns are shaped before the build hardens.
Build and connect
The portal is engineered with the right identity model, data flows, integrations, admin views, and launch controls.
Launch and steady
QA, rollout support, adoption review, support paths, and post-launch improvements keep the portal from becoming another abandoned project.
Why Different
It is not a marketplace portal, and it is not just a CRM skin.
Off-the-shelf portals
Useful when the workflow already fits the product
Tools like myprosperity can be helpful when the desired experience matches their product model. They are less useful when the firm needs custom workflow, data visibility, interface control, or a differentiated client experience.
CRM portals
Often strong on records, weaker on client experience
CRM-native portals can expose data and simple actions, but the client-facing product can inherit CRM complexity, route constraints, and generic interaction patterns.
Luminair portal
Built around the firm, then connected to the stack
The portal is designed as a real product for clients and staff. CRM, documents, identity, workflow, reporting, and service operations sit behind the experience instead of dictating it.
Scope
Start with the core set, then shape the full portal around the firm.
The scope builder gives a working price range for common portal components. It also gives you room to describe custom features so the final proposal reflects what you actually want to create.