The Vision

Bridgeriver Advisors, a fast-growing financial advisory firm with over 400 clients, wanted to elevate its client experience and internal operations. Their goal was to provide clients with secure, easy access to view their financial portfolios, beneficiaries, and insurance details, while giving their team an efficient system to manage updates, track changes, and scale as the firm expanded nationally.

The Problem

Before this project, client data was managed in Excel spreadsheets — clunky, error-prone, and inaccessible to clients. The admin team needed a streamlined solution to maintain and update client records, while clients wanted clear, accessible insights into their financial plans. With complex family arrangements, trusts, and charitable beneficiaries involved, the firm needed a platform that could present this information with clarity and precision — without adding extra complexity for staff or clients.

Our Approach

We designed a platform experience that balanced simplicity with sophistication, focusing on two core audiences: clients and the internal team.

1. For Clients:
   We created a secure portal where clients could view their full financial picture at a glance. The portal included clear portfolio summaries, visual charts showing asset allocations, named beneficiary details, and downloadable reports. Everything was designed for ease of use and peace of mind, so clients could trust the information they were seeing.

   
   

2. For the Admin Team:
   We built a streamlined backend that allowed staff to manage client records efficiently. Admins could update portfolios, add or edit beneficiaries, and track changes — all within a scalable system designed to support the firm’s long-term growth. The platform also included admin-level activity tracking, ensuring accountability across the team.

   
   

3. Simplified Beneficiary Management:
   We eliminated complexity by showing beneficiaries by name, instead of using internal codes, making it easier for both staff and clients to understand asset allocations. This clarity strengthened communication and reduced administrative friction.

   
   

4. Enhanced Visual and User Experience:
   From bolding key financial figures to optimising table layouts and incorporating a custom domain, every design decision supported a polished, professional experience that reflected the firm’s high standards.

Key Features & Implementation

1. Client Portal
   Clients now access a secure, mobile-friendly portal that provides:

• A clear overview of portfolio accounts, balances, and totals

• Beneficiary details listed by name for transparency

• Visual charts showing asset distribution across account types

• Downloadable portfolio summaries for offline viewing

• Last updated timestamps to build trust and demonstrate accuracy

2. Admin Dashboard
   The internal team works efficiently with a streamlined admin interface that offers:

• Easy management of client records, portfolios, and beneficiaries

• Editable fields for financial details, notes, and account updates

• Admin-level tracking to maintain accountability and transparency

• A scalable system that supports phased client onboarding and long-term growth

3. Simplified Beneficiary Management
   Beneficiary details are displayed in a straightforward, easy-to-understand format:

• Main and contingent beneficiaries appear by name, eliminating confusion

• Admins can quickly select the correct beneficiaries when updating portfolios

• A simplified backend reduces administrative effort and improves accuracy

4. Enhanced Usability & Visual Design
   The platform was thoughtfully designed to deliver a professional, polished experience:

• Bolded key figures, such as total balances, for easier reading

• Optimised table layouts that reduce scrolling and improve navigation

• A custom domain that provides a seamless and branded client experience

  
  

The Results

Bridgeriver Advisors now delivers a best-in-class digital experience to its clients while maintaining an efficient, scalable internal workflow. The admin team can manage updates with confidence, knowing changes are tracked, while clients gain 24/7 access to their personalised dashboards. Importantly, the platform is built to scale alongside the firm’s national ambitions.