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
One senior engineer, 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.
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 engineer 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 senior engineer and brings in vetted specialists only when a project needs them, with the same engineer 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. A vetted network of agencies and contractors, personally known rather than sourced on demand, 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.
Capacity and continuity sets out the coverage network, the continuity terms 84EM will sign including a key personnel clause, and current insurance coverage.
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 document management, board and staff portals, and the audit trails reviewers expect. See investor and fund document management for more detail.
Proof of Work
Compliance-Ready Editorial Approval for a Regulated Investment Firm
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 moreCustom WordPress Theme Rebuild for a Private-Market Liquidity Provider
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 moreSecurity and Uptime Program for a Financial Services Platform
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 moreAutomated Financial Data Operations for a Regulated Investment Fund
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 moreAutomated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts
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 moreSelf-Service Readiness Assessment for Investment Operations Modernization
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 moreBulk Document Import for a Regulated Investment Firm
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 moreAutomated Video Publishing for a Financial Services Website
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 moreWebsite Refinements for an Alternative Asset Manager
Targeted refinements improved team presentation, brand consistency, and site usability for a financial services company without a full redesign.
Read moreControlled Early Access Launch with Referral Tracking for a Financial Platform
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 moreWebsite Redesign and Operational Tooling for an Online Bank
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.
Read moreMulti-Step Identity Verification for a Financial Services Application
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.
Read moreSystems 84EM Has Built for This Work
Investor and Fund Document Management
Investor and fund document management systems for regulated firms: secure portals, bulk processing, access controls, and audit trails that hold up to review.
Read moreIdentity 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 moreWebsite 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 moreData 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 moreRead all testimonialsI 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!
Working with regulated data?
Send your project. It goes straight to the engineer who'd build it, with an NDA first if you need one.
Folks We've Helped
