Advisor technology · Digital platform
Scaling a Multi-Site Digital Platform for Financial Advisors
Engineering support for a headless digital platform serving roughly 100 financial-advisor websites, with static delivery, AWS infrastructure, and integrations across a distributed content estate.
Client context
A wealth-management organization operated a multi-site digital platform supporting advisor websites and a wider network of WordPress blogs.
The challenge
The platform needed to support a large distributed publishing estate while keeping delivery, integrations, and secured access paths manageable as the environment evolved.
Our role
We supported the platform as an engineering partner across its headless CMS, static delivery, AWS environment, WordPress integrations, and secured application paths.
Key workstreams
Headless publishing platform
Supported a Contentful-based content model and static delivery approach for roughly 100 advisor websites.
Distributed content integrations
Worked across integrations connecting the advisor web estate with dozens of WordPress blogs.
Secure delivery path
Supported a secured CloudFront, Lambda, and JWT-based path within the wider platform environment.
Outcome
The engagement supported a maintainable digital platform for a broad advisor-site estate while preserving the flexibility to evolve publishing, integrations, and secured delivery over time.
Technology
Have a financial system that has become difficult to change?