💼 Investment & Finance
Investment & Finance Web Developer
Web developer specialised in investment and finance: institutional sites, wealth management, family offices, commercial real estate. Free quote.
💡 Investment & Finance — En bref
- ⏱ Timeline : From a few days to a few weeks depending on project complexity
- 🔧 Stack : React, secure client portals, GDPR AMF compliance, 2FA
- ✅ References : FA-AM, UltimHome, Family & Co
- 🌍 Area : Paris, Lyon, Marseille and all of France (100% remote possible)
- 📬 Quote : Free, response within 24h
Investment & Finance Expert
The asset management and investment sector requires websites that inspire trust in demanding high-net-worth clients. AMF compliance, mandatory ORIAS notices, secure investor portals, online financial reporting: Xavier Kain masters the regulatory and technical constraints specific to this sector. He has developed sites for investment funds, family offices, independent wealth managers (IFAs) and open capital real estate companies.
My achievements in the financial sector include secure investor portals with two-factor authentication, portfolio tracking dashboards and automated PDF reporting systems. I also develop institutional landing pages for fundraising and AMF-compliant real estate crowdfunding platforms.
Services for the Investment & Finance sector
Corporate & institutional site
Institutional and corporate sites for the financial sector: sober, credible design, presentation of investment philosophy and management team, mandatory AMF legal notices and optimised loading performance. For investment funds, family offices and wealth management firms.
Commercial real estate
Professional commercial real estate sites: portfolio asset presentation with HD visuals, property mapping, performance indicators (yield, occupancy rate), and investor portal with secure access to information memoranda and confidential data rooms.
Reporting & dashboards
Real-time financial reporting dashboards: portfolio performance visualisation (NAV, IRR, alpha), PDF exports of quarterly and annual reports, automatic management event notifications, and 2FA secure access to confidential documents for investors.
Security & compliance
Turnkey financial regulatory compliance: integration of mandatory AMF notices, risk warnings (capital not guaranteed, past performance), ORIAS registration number prominently displayed, GDPR policy adapted to financial data, and consent logging for compliance audit.
What clients say
“We called on Xavier for the redesign of a website. His seriousness and availability were essential assets. We highly recommend him!”
“In addition to efficiency and great responsiveness, Xavier is easy to work with and friendly. A trustworthy web partner.”
“Excellent experience with Xavier for the redesign of our website: responsiveness, professionalism and creativity!”
Frequently asked questions
What are your timelines for an institutional site?
Timelines depend on the complexity of the project. Each project is different for a complete institutional site. Contact me for a free quote.
Can you create a secure investor portal?
Yes, I develop investor portals with secure authentication, document access and reporting. Contact me.
What legal notices are mandatory for a wealth management website?
The site must mention the regulated status (AMF-approved CIF, CGPI, bank advisor), the ORIAS registration number, the GDPR privacy policy and mandatory AMF notices. Operations on financial instruments require specific risk warnings.
Can performance or returns be displayed on a financial website?
Yes, with the regulatory legal notices required by the AMF: "Past performance does not predict future results" and "Capital not guaranteed" depending on the products. Performance charts must include fees and be updated regularly.
How to secure a client portal for an asset management firm?
Security relies on: two-factor authentication (2FA), data encryption at rest and in transit (TLS 1.3), European hosting (OVH, AWS eu-west, Scaleway), limited-duration sessions and auditable access logs. GDPR compliance and regular penetration tests complete the setup.
A web project in investment or finance?
Response guaranteed within 24h. Free and no-obligation quote.
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