Investment Firm & Investor Portal

Investment Firm Corporate Website & Investor Portal

A corporate website and investor portal for a boutique investment firm that has invested in Asian (ex-Japan) small- and mid-cap equities since 2006. Built on Drupal 9, it presents the firm and its investment approach and exposes live fund-performance data behind a secure investor login - engineered to be customizable and scalable.

The platform combines a public-facing corporate presence with a secure investor portal, built to serve both prospective investors discovering the firm and existing investors tracking fund performance.
Corporate Presence

The platform presents the firm, its investment philosophy and approach, and the team to prospective investors. Standard corporate pages cover careers, CSR, contact, legal, and newsletter subscription, providing a complete and professional public-facing experience.

Investment Firm corporate website homepage showing investment approach and team information

Investor Portal

A secure login-gated investor portal exposes live fund-performance data - including NAV and returns across periods - giving existing investors direct, reliable access to the metrics that matter to them.

Build & Customization

A new Figma design was implemented through a fully custom Drupal theme, with bespoke modules written for specific platform features. The server and database were configured from scratch, ensuring the platform is built for long-term customization and scalability.

Investment Firm investor portal screen with live fund performance data

Services Provided

CMS

  • Drupal 9
  • PHP
  • Custom Drupal modules
  • Custom Drupal theme

Infrastructure

  • Self-configured server
  • Self-configured database

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