Secure, beautifully-built mobile experiences for your investors, members and clients — connected to the systems you already run: portfolios, onboarding, documents, approvals.
CRMs were built for advisers. Registry and portfolio systems were built for operations teams. Onboarding still travels through email and PDFs. Meanwhile, investors and members expect the same fluency on their phone they get from their bank.
The case for mobile in financial services is no longer experimental. Expectations, workflows and engagement have all moved decisively to the phone.
Five focused capabilities. Deployed individually, or together as a coherent client experience layer.
Branded iOS and Android apps where investors and members view portfolios, holdings and statements — and act on them — behind enterprise-grade authentication.
Identity verification, AML checks, source-of-funds capture and digital signature — orchestrated as a single mobile-native journey, aligned with compliance.
Reduce inbound load. Investors and clients update details, retrieve statements and raise requests — without contacting the office.
Apps that read and write to Salesforce, Dynamics, HubSpot — and to registry, portfolio and document systems — so your systems of record stay in control.
Mobile tools for advisers and front-office staff — approvals, file capture, meeting prep — kept in sync with your operational platforms.
Four structured phases, each with clear deliverables and sign-off gates. Architecture review and integration discovery sit at the front — where they belong.
Stakeholder workshops, integration discovery, and a written architecture and scope blueprint your CIO and compliance teams can sign off against.
Interaction design, prototypes, integration mapping and security model — approved before any code is written. Apps that work, but also apps people enjoy opening.
Agile delivery in two-week increments. React Native for efficiency, native modules where security or regulation calls for them.
App Store and Play Store deployment, monitoring, and a sustained release cadence. Retained partnership for roadmap delivery beyond launch.
We work alongside your team, not around them. The best apps we've built came out of architecture workshops with the people who actually run the business — engineering, compliance, operations, the front office. Mobile is the surface; the real work is alignment underneath.
Before code, before scope, before estimates — we run an architecture workshop with your engineering, operations and client experience teams. The blueprint that comes out of it is what the rest of the engagement runs on.
Not a generalist agency. We focus on one discipline — mobile experiences for firms that hold sensitive investor and client information — and we treat each engagement as an architecture problem first.
Every engagement opens with a written blueprint — systems, integrations, security model, governance — before scope is locked.
We design around your existing CRM, registry and document systems, not the other way around.
Certificate pinning, secure enclaves, MASVS-aligned mobile security, with pen-test partners on every regulated build.
Phased rollout, clear sign-off gates, and small senior teams — so risk stays low and timelines stay honest.
The pattern repeats across financial services: a complex system of record, a client relationship that matters, and the need for a secure mobile experience that connects the two.
Mobile experiences for fund managers, wealth platforms and investment businesses — portfolio access, holdings, statements, secure document delivery and corporate action workflows.
Apps for advisory firms and KiwiSaver providers — member balances, fund selection, contribution changes, document submission and adviser-mediated workflows.
For accounting, legal and advisory firms outside financial services — secure document submission, e-signature, engagement letters and structured client requests.
Secure mobile delivery your risk and compliance teams can stand behind — integrated with the operational systems your business already runs.
SSO, biometric authentication and MFA.
REST, GraphQL, OAuth and event-driven integrations.
Fine-grained permissions and scopes.
Visibility across approvals, workflows and client interactions.
Approvals, onboarding and operational servicing.
App Store, Play Store and enterprise-managed distribution.
An investment management firm asked us to replace a fragmented desktop investor portal — and three separate document delivery channels — with a single mobile-first experience for a large investor base.
A 45-minute strategy session to walk through architecture, integration pathways, MVP scope — and the kind of app your investors will actually want to open.
Book a Strategy Session →