Deutsches Finanzwerk
The whole advisory business.One system.
For Deutsches Finanzwerk, we connected the website, client portal and administration. The advisor manages contacts, requests documents and controls downloads in one all-in-one dashboard.
Explore the system
Website · client portal · dashboardFrontend & backend concept: Patrick Hofbauer
CONTEXT & BRIEF
Organise the advisory work. Not just the files.
The brief.
Client documents arrived through Dropbox. There was no dedicated download library, and much of the work was manual. Contacts, documents and follow-ups had to be organised separately, without a shared advisory workspace.
The brief called for more than a new website: the advisor needed to manage client relationships herself, request specific missing documents and provide forms independently.
Our solution.
The website, client portal and administration form one connected system. The all-in-one dashboard links contacts with advisory cases: request documents, review submissions and share personal files within the relevant case.
Clients see what is still needed in their portal. The advisor manages forms and checklists in the download library, separate from personal client documents. Website content, the blog and staff permissions are also managed centrally.
THE SOLUTION IN EVERYDAY USE
One workspace for the whole client relationship.
A client record connects the conversation to the next action. Request a document, switch to the client view or publish a checklist: this project excerpt lets you explore how the functions work together.
The complete conversation
Investment property financing
“I would like to buy a rented apartment.”
Initial consultation booked
14 September · 10:30
Property particulars received
“Which other documents do you need from me?”
Enquiry, appointment, email and internal note belong to one client record. The next action is right there.
Interactive project excerpt with fictional data. Changes stay in this preview.
Connect incoming activity.
Website enquiries, emails and booked appointments are linked to the right contact, keeping the history in context.
Manage content independently.
The administration area also lets the client edit website content and blog posts alongside the download library.
Control access deliberately.
Clients have a personal workspace. Staff permissions determine access to functions and documents.
How are personal client documents protected?
Personal uploads and shared files are separate from public download resources. Project code checks ownership or staff permissions before creating a time-limited document link. The endpoint additionally requires multi-factor authentication for access to another user’s documents.
These are technical mechanisms in the project, not a security certification. This reference uses fictional data and is not connected to the client system.
Custom software & portals