Websites and Software for Financial Services and Regulated Work

When the data is regulated and mistakes are expensive, you need a senior engineer who has done it before and stays accountable. 84EM builds and rescues websites, web apps, and software for investment funds, financial platforms, and the security that comes with them.

Regulated data, handled

Access controls, audit trails, and least-privilege built in, not bolted on after the fact.

Security and compliance posture

Hardening, 2FA, secure integrations, and data handling that holds up to a review.

One accountable owner

A senior engineer under NDA, the same person from scope to ship. No rotating team touching sensitive code.

Sites and portals

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

Integrations that matter

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

Built for work where mistakes are expensive

Financial services and regulated work raise the stakes. A bug is not just a bug when it touches money, customer data, or a compliance obligation. The bar is correctness, security, and an audit trail, not just shipping something that runs.

84EM has built and rescued websites, applications, and backends for investment funds, financial platforms, and 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. One senior engineer owns the work, under NDA, from scope through deployment.

84EM builds with compliance in mind and applies security and data-handling best practices. That is not 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 engineer fits regulated work

Regulated work punishes handoffs. The more people who touch sensitive code, the more surface there is for a mistake or a leak. 84EM keeps it to one accountable senior engineer, under NDA, and brings in vetted specialists only when a project needs them, always under the same accountability.

You get a direct line to the person making the technical decisions, and a record of who did what. For work that has to stand up to a reviewer, that matters more than headcount.

What We Build 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. Removing the outdated code attackers look for before they find it.

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

Documents and audit trails

Bulk document management, board and staff portals, and the audit trails reviewers expect to see.

Proof of Work

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.

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Automated Financial Data Operations for a Regulated Investment Fund

Financial Services Data & Integrations

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.

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Automated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts

Financial Services Data & Integrations

A financial services company managing 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.

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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.

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Bulk Document Management for a Regulated Investment Firm

Financial Services Data & Integrations

An investment firm managing hundreds of financial documents across multiple funds needed to eliminate hours of manual uploads and metadata entry. A bulk import tool turned multi-day document management into single-upload operations with automatic fund associations.

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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.

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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. An automated waitlist system validated codes in real time and carried referral data through the entire onboarding journey.

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Website Redesign and Operational Tooling for an Online Bank

Financial Services Data & Integrations

An online bank needed a website that could deliver personalized content to different audiences while keeping editorial staff independent of developers. A rebuilt site gave the team full control over page layouts, audience-targeted content, and real-time visibility into website activity.

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Multi-Step Identity Verification for a Financial Services Application

Financial Services Marketing & CRM Security & Identity

A financial services institution needed to verify applicant identities before granting access to their credit application -- without storing sensitive personal data on their own servers. A multi-step verification system automated the screening process while keeping the applicant experience seamless.

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Automated Loan Pre-Qualification and Lead Capture for Financial Services

Financial Services Marketing & CRM

A financial services company needed to capture more loan applicants while protecting against fraud and meeting data security requirements. An automated pre-qualification workflow now saves partial applications, verifies identities inline, and removes sensitive data after processing.

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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
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