Client portal software for New York advisors, family offices, and fintech companies.
Clients should not email account documents to a personal inbox. We build the portal where they upload what you asked for, see what is still missing, and start without putting private details on a public form. We do not custody assets, place trades, or write performance claims. Your compliance officer approves the workflow before it goes live. Led from our Jersey City office.
We start up to 3 new projects a month
What the software has to do
- 01A login for the client and a queue for the team
- 02The document list you define, with what is still missing
- 03An inquiry that stays off the public page
- 04A connection to the CRM you already run, when the scope includes it
The software
The portal, the checklist, and the status are a custom application. Scope, timeline, and price are fixed in writing after we see the steps and where the files have to go.
When the gap is only that inquiries sit unanswered, that part is the AI Lead and Sales Engine, usually $5,000–$15,000, in 1–3 weeks. The portal is its own scope. There is no published case for this portal yet.
What we leave alone
Portfolio accounting, a trading screen, and custody. Performance language, and anything that could be read as an offer, stays with your compliance officer. We will not invent a return or a license.
Related
Three engagements.
- No. 01 · 4–6 weeksRevenue WebsiteA site engineered to turn visitors into qualified inquiries and sales.$10k–$40k
- No. 02 · 1–3 weeksAI Lead & Sales EngineEvery lead captured, scored and followed up, automatically.$5k–$15k
- No. 03 · Monthly · 3-month minimumGrowth PartnershipYour system gets stronger, and brings more customers, every month.$2k–$5k/month
Techmines Technologies LLC
Suite 2121, 101 Hudson StreetJersey City, NJ 07302
Questions.
Are you a custodian or a registered advisor?
No. We build the portal. You and your counsel are responsible for the license, the disclosures, and the assets.
Can the client see private documents on the open web?
No. Documents sit behind the login. The public page only starts the relationship.
How is it priced?
After we see the checklist and where the files go, you get a fixed scope and price. Inquiry follow-up alone is usually $5,000–$15,000.
Two minutes to apply. Reviewed by leadership. A reply within 24 hours on business days.