Websites and Software for Financial Services and Regulated Work

84EM builds and rescues websites, web apps, and software for investment funds and financial platforms, and handles the security work that comes with regulated data.

Regulated data, handled

Access controls, audit trails, and least privilege designed in from the start.

Security and compliance posture

Hardening, 2FA, secure integrations, and documented data handling.

One accountable owner

The same person from scope to ship.

Sites and portals

Customer-facing financial sites, secure client portals, and web apps.

Integrations that matter

Banking platforms, payment processors, identity providers, and document systems.

Built for work where mistakes are expensive

A bug that touches money, customer data, or a compliance obligation costs more than a bug. The work has to be correct, secure, and traceable before it ships.

84EM has built and rescued websites, applications, and backends for investment funds, financial platforms, and organizations handling healthcare data: a bank website rebuild, automated financial data operations across thousands of documents, document management for a regulated investment firm, multi-step identity verification, and a security and uptime program for a financial platform.

84EM builds with compliance in mind and applies security and data-handling practices appropriate to the data involved. That isn’t a substitute for your auditors or legal counsel. Where a formal certification or audit is required, 84EM works alongside the people who provide it.

Why one person fits regulated work

Regulated work punishes handoffs: every additional person touching sensitive code adds surface for a mistake or a leak. 84EM keeps it to one person and brings in specialists from its agency partners only when a project needs them, with that same person answering for the result.

You work directly with the person making the technical decisions, and you get a record of who did what when the work has to stand up to a reviewer.

What happens if 84EM is unavailable

Vendor risk review asks what breaks if a supplier stops delivering tomorrow. 84EM answers that in writing rather than in a call. Its partner network of agencies, known from shared client work, can cover an engagement temporarily or take it over outright.

The full project record is maintained as the work happens, so a successor needs a brief onboarding rather than a reconstruction. Clients hold repository access, documentation, and credentials for the whole engagement, so nothing waits on 84EM releasing them.

How projects scale sets out the partner network and the continuity terms 84EM will sign, including a key personnel clause.

What 84EM Builds for Regulated Work

Regulated data operations

Automated pricing, positions, and reporting across funds and large document sets, with the controls a regulated environment needs.

Security hardening

Vulnerability patching, access controls, 2FA, security headers, and monitoring, plus removing the outdated code attackers scan for.

Identity and access

Single sign-on and OIDC, multi-step identity verification, and passwordless flows for applications that handle sensitive data.

Sites, portals, and applications

Marketing sites, client portals, and web apps for regulated businesses, on WordPress or a custom stack.

Documents and audit trails

Bulk imports that publish hundreds of fund documents in one upload, automated pricing and performance data, and a timestamped record of every data change. See investor and fund document management for more detail.

Proof of Work

Rebuilt Partner Platform Sign-In for a Financial Services Advisor Portal

Financial Services Data & Integrations Security & Identity

A financial services firm's advisor portal connected thousands of advisors to a vendor's platform through a sign-in method the vendor was retiring.

84EM rebuilt the connection on the vendor's new sign-in service and launched it with no downtime, no page edits, and no change to what advisors see.

The firm's own staff can now see why any sign-in failed and adjust the integration without a developer.

Read more: Rebuilt Partner Platform Sign-In for a Financial Services Advisor Portal

Website Rebuild and Page Builder Removal for a Healthcare Accounting Firm

Healthcare Financial Services

An accounting, tax, and consulting firm serving medical and dental practices had a new design and approved copy ready, and a site that still ran on a page builder.

84EM rebuilt it from scratch as a custom WordPress theme, removed the builder, and launched eleven days after receiving the brief.

Read more: Website Rebuild and Page Builder Removal for a Healthcare Accounting Firm

Compliance-Ready Editorial Approval for a Regulated Investment Firm

Financial Services Publishing & Media

A regulated investment firm needed every fund page, filing, and investor communication reviewed by the right person before it reached the public site.

A structured, multi-stage approval process routes content to the reviewer who understands it, and protects already-published pages from unreviewed changes.

Read more: Compliance-Ready Editorial Approval for a Regulated Investment Firm

Custom WordPress Theme Rebuild for a Private-Market Liquidity Provider

Financial Services Marketing & CRM

Liquid Stock's marketing site was built in Elementor, a page builder that left it slow to load and hard to update.

Working for the agency Vested, 84EM rebuilt it from scratch as a custom WordPress block theme: lean, on-brand, and fully editable, with dedicated blocks for Liquid Stock's liquidity solutions and lead capture built in.

Read more: Custom WordPress Theme Rebuild for a Private-Market Liquidity Provider

Security and Uptime Program for a Financial Services Platform

Financial Services Security & Identity

A financial services company needed to lock down its website and eliminate unplanned downtime.

A structured security and maintenance program achieved 100% uptime over 12 months through strict access controls and a controlled change process.

Read more: Security and Uptime Program for a Financial Services Platform

Automated Financial Data Operations for a Regulated Investment Fund

Financial Services Data & Integrations AI & Automation

An investment firm needed accurate, audit-ready financial data across hundreds of positions without the overhead of manual updates.

Automated synchronization replaced the entire manual process and gave the compliance team complete visibility into every data change.

Read more: Automated Financial Data Operations for a Regulated Investment Fund

Automated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts

Financial Services Data & Integrations AI & Automation

One of the world's largest digital asset managers, running multiple cryptocurrency investment trusts, needed current pricing and performance data on their website without manual updates.

Automated data synchronization replaced manual entry and now serves thousands of visitors with up-to-date fund information.

Read more: Automated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts

Self-Service Readiness Assessment for Investment Operations Modernization

Financial Services

Financial services firms evaluating Investment Book of Records readiness had no structured way to assess their own capabilities.

A self-service assessment tool replaced the consulting-dependent evaluation, delivering instant scored recommendations and generating pre-qualified leads for the advisory team.

Read more: Self-Service Readiness Assessment for Investment Operations Modernization

Bulk Document Import for a Regulated Investment Firm

Financial Services Data & Integrations AI & Automation

An investment firm was uploading hundreds of fund PDFs one at a time, re-keying document type, reporting period, and fund for every file.

A spreadsheet-driven importer now creates the records, uploads the files, and assigns fund and ticker associations in a single operation.

Read more: Bulk Document Import for a Regulated Investment Firm

Automated Video Publishing for a Financial Services Website

Financial Services Data & Integrations AI & Automation

A financial services company needed its website to stay current with a growing library of investment commentary and market analysis videos.

Automated video publishing eliminated hours of weekly content management and keeps the site in sync with every new upload without manual intervention.

Read more: Automated Video Publishing for a Financial Services Website

Website Refinements for an Alternative Asset Manager

Financial Services

Targeted refinements improved team presentation, brand consistency, and site usability for a financial services company without a full redesign.

Read more: Website Refinements for an Alternative Asset Manager

Controlled Early Access Launch with Referral Tracking for a Financial Platform

Financial Services

A financial services company launching an exclusive early-access platform needed to control signups through unique access codes while preserving referral attribution.

84EM built a custom WordPress plugin that validated invitation codes against HubSpot CRM in real time and carried referral data through the entire onboarding journey.

Read more: Controlled Early Access Launch with Referral Tracking for a Financial Platform

See all 15 case studies

Systems 84EM Has Built for This Work

Investor and Fund Document Management

84EM builds the systems behind fund websites: bulk imports that publish hundreds of fund documents in one upload, automated pricing and performance data, and a timestamped record of every change.

Read more: Investor and Fund Document Management

Identity and Access Systems

Identity and access systems: single sign-on across connected applications, custom two-factor verification, multi-step identity checks, and passwordless access that removes account friction.

Read more: Identity and Access Systems

Website Security Monitoring and Hardening

Website security programs: continuous file monitoring, security hardening, vulnerability remediation, and uptime programs with controlled change processes for sites that can't afford incidents.

Read more: Website Security Monitoring and Hardening

Data Operations and Reporting Automation

Data operations automation: synchronization between systems that ends manual entry, audit-ready change tracking, and reporting that replaces spreadsheet work with numbers that match the source.

Read more: Data Operations and Reporting Automation
I have been working with Andrew for over a decade. He is incredibly responsive and collaborative -- always willing to hear ideas and partner with project managers, creatives, and other developers.

I have been working with Andrew for over a decade, and he is such a great and reliable partner! He is incredibly responsive and collaborative -- always willing to hear ideas and partner with project managers, creatives, and other developers. He meets challenges head-on and is great at finding solutions that are built to last. He is reliable, thorough, consistently meets deadlines, and is proactive in suggesting improvements to enhance client results. We absolutely love working with Andrew and would highly recommend him to anyone!

Haley Meisinger Director & Head of Digital Team Vested
See a project: Vested Read all testimonials

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