Case Study
Vanguard Private Wealth Management Portal
Bespoke corporate portal featuring portfolio performance calculators, wealth management insight whitepapers, and private client portal access.
- Client
- Vanguard Wealth Partners
- Industry
- Financial Advisory & Wealth Global
- Service
- Company Profile Website
- Year
- 2024
- Pillar
- Innovation Development
Illustrative reference image; not documentation of the delivered project.
Starting point
Client Challenge
High-net-worth clients expected a tailored, discreet digital experience that mirrored bespoke in-person family office advisory.
Kapitech response
Kapitech Solution
Designed a sophisticated dark luxury layout with encrypted client inquiries, automated market commentary feeds, and responsive security headers.
Scope of work
Execution & Delivery
The recorded delivery scope for this project includes Wealth Management Corporate Portal, Asset Allocation Interactive Widget, Insights Blog & Whitepaper CMS, and Client Portal Gateway. The technologies or production tools recorded for this engagement are Next.js, TypeScript, Tailwind CSS, and Vercel Edge Functions. The deliverables below make the documented scope easier to review.
Deliverables
- Wealth Management Corporate Portal
- Asset Allocation Interactive Widget
- Insights Blog & Whitepaper CMS
- Client Portal Gateway
Results and indicators
Outcome & Impact
The impact indicators listed in this project record are AUM Inquiries Generated, Client Engagement Time, and Conversion to Consultations. Available values are shown below so the reported outcomes can be reviewed in context.
- AUM Inquiries Generated
- $120M+
- Client Engagement Time
- 4.2 Min
- Conversion to Consultations
- 18.4%
Technologies and tools
- Next.js
- TypeScript
- Tailwind CSS
- Vercel Edge Functions