Scope & Objective

The advisory firm required a bespoke client portal to replace fragmented email exchanges and spreadsheet reports with an integrated, secure client workspace.

Key requirements included fine-grained role-based access control, interactive analytics widgets, and instant PDF audit export generation.

Interface & Engineering

• Keyboard-First Navigation: Complete accessibility support with semantic tables, logical focus traps, and keyboard shortcuts.
• Server-Driven Data: Next.js Server Components query Postgres directly with sub-50ms render times, eliminating client-side data waterfalls.
• Client-Side Exporting: Lightweight web workers handle report aggregation and PDF rendering off the main browser thread.

The Outcome

The portal onboarded over 200 corporate clients in its first quarter, eliminating manual reporting overhead and providing clients with continuous real-time clarity.