Web apps and complex sites that do real work, not just look good. Designed and shipped for financial advisors, not generic templates with financial advisors swapped in.
Most financial advisors are operating on sites or software stacks built three to five years ago for a different version of the buyer. Client onboarding runs on PDFs, e-sign, and re-keying into the CRM and custodian portal, so new accounts take days to fund. The infrastructure decisions that compound are the ones made with the operator in the room, not the ones made in a vacuum.
Inparlor's Web Application Development engagement for financial advisors reflects that. We build web applications: customer-facing apps, internal dashboards, data-heavy portals, and complex content sites that go well past a brochure. The deliverables below are scoped against the unit economics, your AOV and retention.
Where most agencies treat financial advisors as another vertical to learn on, we treat the vertical as the starting point. Performance reporting and account data live across custodian, planning, and CRM tools that never reconcile into one client view. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
3-10 days
New-account onboarding time
8-16 hrs
Staff hours on paperwork/week
$300,000-$1,200,000
Average new AUM per household
30-55%
Client portal adoption gap
48 hours
Web Apps proposal turnaround
Even brand-new sites have legacy URLs to honor, orphaned PDFs, archived blog posts, vendor microsites. Missing a 301 is how organic traffic dies on launch day, so the redirect map is week-one work, not a launch-day checklist.
Largest Contentful Paint under 2 seconds on a 4G mobile connection. Cumulative Layout Shift under 0.05. We hit it on every preview deploy, not just at launch, and we keep hitting it for 90 days after.
We default to Sanity, Contentful, or MDX-on-GitHub depending on team size. Editors get a workflow they will actually use, preview environments, scheduled publishes, and roll-back if anything breaks.
GA4 events tied to revenue, not pageviews. Meta CAPI on day one for any site that will run paid traffic. The dashboard tells the truth before the brand approves the design.
Web Apps for Law Firms
Intake response time: <1 hr vs. hours
Web Apps for Accounting Firms
Document collection cycle: 1-3 weeks
Web Apps for Med Spas
Inquiry-to-consult booking time: <24 hrs
Web Apps for Dental Practices
Front-desk hours on insurance/week: 10-18 hrs
Web Apps for Real Estate Agents
Listing-to-site sync lag: minutes vs. days
Web Apps for Wedding Vendors
Inquiry response time: hours vs. days
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Web Application Development page · Financial Advisors hub