Case study
Trade website & client cabinet
Broker marketing site plus secure client area for account opening, documents, tickets, and download links — built for conversion and support load.
Category
Project
Client context
Brokerage & trading
Stack
Next.js · React · Node.js · PostgreSQL · Object storage
The challenge
The public site looked fine but account opening dropped into email and PDFs. Clients could not see application status, and support repeated the same “upload again” loops every day.
What we built
A conversion-focused trade website with clear funnels, plus a logged-in client cabinet for application status, document upload, tickets, platform downloads, and profile updates — branded and mobile-ready.
Want something similar?
Book an appointment — we will map your partner model and recommend a practical first scope.
Approach
How we typically delivered this
A pattern we reuse across portals and ops platforms — adapted to each network.
01
Understand the network
Partner types, ops bottlenecks, and what “done” looks like for finance and admin.
02
Design the control plane
Login, stages, documents, and ledger rules that match how you actually work.
03
Ship in stages
Pilot with real users, harden access and monitoring, then expand coverage.
04
Hand over cleanly
Admin playbooks, ownership, and a support window so your team can run it.
Ready to see the B2B Portal on your workflows?
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