A research portal your analysts publish from.
A research portal gives an investment or securities firm one place to publish its research — daily notes, valuations, sector and company pages — and to know who reads it and what they agreed to receive. We built one for an investment and research firm in Namibia, now in pilot with its real content.
Portal sheet
- Built for
- An investment and research firm, Namibia
- Stage
- Pilot: client acceptance before launch
- Readers
- Free accounts, sign-in by one-time code
- Staff
- Sign-in with Microsoft 365, three fixed roles
- Hosting
- In the client's country, installed by its IT
Research people can find, and choose to receive
Country, sector and company pages
Sourced pages on the economy, each sector and each listed company, with the firm's research attached.
Daily notes and valuations
The morning note as a PDF at a fixed web address, and valuation files to download.
Search inside the PDFs
Readers search the text of the research itself, with a topic filter, across the imported archive.
Accounts without passwords
A free reader account and sign-in by a one-time code sent to the reader.
Choose what you receive
Each reader picks what they get and how; explicit consent is asked after verification and recorded.
WhatsApp opt-in
Readers can choose WhatsApp for alerts, with STOP honoured on every message.
Publishing without a web team
A records editor
Analysts and staff maintain sector, equity and country records themselves, with a review before publication.
Staff sign-in and roles
Staff sign in with the firm's Microsoft 365 accounts, under three fixed roles.
Registers
Regulators and public enterprises kept as their own linked records.
The archive brought over
Past research imported from the old site and document folders, with the old addresses redirected.
One house e-mail
A single e-mail template and a trusted sending address for everything the portal sends.
Run where you are
Hosting, backups and monitoring in the firm's own country, installed by its IT team from our code.
What a financial research portal has to get right
- Consent is a record, not a checkbox. Who agreed to receive what, when and through which channel must be kept and shown. In a regulated firm, compliance signs the wording before launch.
- The archive is the product on day one. Readers judge a research portal by what they can find. Importing years of past research — including PDFs that resist extraction — matters as much as new features.
- Staff must publish without asking us. A records editor with roles means the research team publishes itself; our job is the system, not the content.
- The client's IT runs production. For a financial firm, production often has to sit on its own infrastructure. We hand over code, a content package and the settings production needs — nothing more.
The research hub, and the same firm's new website
- Financial services · NamibiaPilot: client acceptance before launch
A research hub for an investment and research firm
The firm's research — daily market notes, valuations, sector and company pages — published from one place its staff maintain, with free reader accounts, sign-in by one-time code and the reader's choice of what they receive, consent recorded.
- Sector, equity and country pages maintained by staff through a records editor
- Reader accounts with sign-in by one-time code and recorded consent
- The archive of past research imported, with search inside the PDFs
- Financial services · NamibiaFinal review before launch
A website with online account opening for an investment firm
A new site for an investment and wealth-management firm, where a client can open an account online with identity verification built into the flow.
- Online account opening with identity verification
- A wealth questionnaire and enquiry forms captured to the firm's own database
- Research and solution pages managed from a CMS
- Copy prepared in Afrikaans and Oshiwambo for the firm's translation review
- Planning calculators and a directory of public research publications
Related
Frequently asked questions
What is a research portal for a financial firm?
A website where an investment, securities or research firm publishes its research — daily notes, valuations, sector and company pages — with reader accounts, delivery preferences and consent records.
Can readers sign in without a password?
Yes. Readers get a free account and sign in with a one-time code; staff sign in with the firm's Microsoft 365 accounts.
Can it be hosted on our own servers?
Yes. For the firm we built it for, production is installed by the firm's IT in its own country, from our code and a content package.
Can you bring over our old research?
Yes. We import the archive from the old site and document folders, make the PDFs searchable and redirect the old addresses.
How do we start?
Book a discovery call and show us how your research is published today. We map your content and your compliance requirements, then build on a preview your team can review.
How is it priced?
Each portal is scoped with you and we do not publish a price.
Publishing research the hard way?
Tell us how your notes and reports reach clients today. We will show you the portal we would build.