Build a client portal
for Fintech.
Built for financial technology startups and companies.
We build client portals that give your clients a clean, branded space for every engagement.
Why Fintech companies
struggle with this.
Building on generic SaaS tools that can't handle financial compliance requirements
Payment and banking integrations that no-code tools can't support properly
Security and audit requirements that demand custom access control logic
Slow time-to-market while compliance and architecture questions pile up
BUILD IT FAST
We solve these problems for Fintech
Greta specializes in client portal that fit fintech workflows. No generic tools, no compromises.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
How we build it
for Fintech.
Off-the-shelf tools weren't built for financial data handling, compliance workflows, or the audit trails regulators expect. Custom-built fintech products give you control over data residency, access patterns, and the compliance logic baked into your product.
Fintech products face unique pressures: regulatory requirements, high security expectations, and users who demand both speed and trust. Generic software rarely fits.
A branded portal your clients can log into anytime
Structured around your delivery workflow and approval process
Reduces back-and-forth by giving clients visibility and control
Industry context built in — not bolted on
What you get.
Branded client-facing portal with secure login
Project and deliverable status tracking
Document sharing and approval workflows
Messaging and notification system
Admin controls for your team to manage client views
What Fintech companies
build with us.
Payment platforms
Build payment processing, wallet management, or money movement features with proper compliance hooks.
Financial dashboards
Give users real-time visibility into account balances, transaction history, and financial metrics.
Lending and underwriting tools
Automate credit decisioning workflows and integrate with bureau and open banking APIs.
BUILD IT FAST
Ready to build for Fintech?
Get a client portal scoped, priced, and launched in 3–6 weeks. Let's start with a free conversation.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
How we work.
Define the client journey
Map what clients need to see, share, and do throughout your engagement.
Structure the portal
Design the layout, access levels, and key features for both clients and your team.
Build the experience
Develop the portal with branding, permissions, and core collaboration features.
Launch with clients
Onboard your first clients and refine based on real usage feedback.
Define the client journey
Map what clients need to see, share, and do throughout your engagement.
Structure the portal
Design the layout, access levels, and key features for both clients and your team.
Build the experience
Develop the portal with branding, permissions, and core collaboration features.
Launch with clients
Onboard your first clients and refine based on real usage feedback.
Ready to build a client portal for Fintech?
Typical timeline: 3–6 weeks
What is Client Portal for Fintech?
Client Portal for Fintech means building a client portal specifically designed around the workflows, compliance expectations, and user needs of financial technology startups and companies. Unlike generic software or off-the-shelf tools, a custom-built solution gives your team full control over features, data, and the product roadmap — without paying for capabilities you don't need or working around limitations that slow you down.
Fintech products face unique pressures: regulatory requirements, high security expectations, and users who demand both speed and trust. Generic software rarely fits.
Why Fintech companies need custom client portal
Off-the-shelf tools weren't built for financial data handling, compliance workflows, or the audit trails regulators expect. Custom-built fintech products give you control over data residency, access patterns, and the compliance logic baked into your product.
Most fintech teams start with generic tools because they're fast to deploy. But as the business grows, those tools create friction — missing the specific logic, integrations, and workflows that fintech operations actually need. A custom-built product eliminates that friction permanently.
How long does it take to build?
Simple fintech MVPs can ship in 4–6 weeks. Compliance-heavy products with banking integrations typically take 8–14 weeks. The timeline depends on scope, the number of user types, and the depth of integrations with existing fintech systems. A well-scoped project with clear requirements moves significantly faster than one that evolves through the build. We scope tightly before starting so timelines stay predictable.
What does it cost?
Custom fintech builds typically range from $8k–$40k depending on compliance requirements, integrations (Plaid, Stripe, open banking), and feature scope. The biggest cost drivers are integration complexity, the number of distinct user roles, and whether the product needs to handle regulated data or compliance workflows. We provide a clear scope and fixed-price quote before any work begins.
Custom build vs. off-the-shelf tools
Off-the-shelf tools work well for standard use cases. But fintech companies often have requirements that generic SaaS tools weren't built for: building on generic saas tools that can't handle financial compliance requirements, payment and banking integrations that no-code tools can't support properly, or workflows that don't fit the assumptions baked into general-purpose platforms.
A custom-built product gives you:
- Full ownership — no per-seat fees or platform lock-in
- Workflows built exactly for how fintech teams operate
- Integrations with the tools and data sources you already use
- A foundation you can extend as your product and team grow
The right time to build custom is when generic tools are creating real friction, costing more in workarounds than a custom build would cost, or blocking product-critical workflows that your fintech business depends on.
BUILD IT FAST
From idea to production in 3–6 weeks
Greta's process is proven. We've shipped 50+ Fintech products. See how we can accelerate your timeline.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
Fintech MVP questions answered
What makes custom fintech MVP development different from generic SaaS?+
Fintech requires security and compliance infrastructure built from day one, not bolted on later. Custom fintech products handle financial data, regulatory requirements (KYC, AML), and audit trails that off-the-shelf tools can't support properly. We build compliance logic into the product architecture so you're never trying to retrofit it.
How long does a fintech MVP typically take to build?+
Simple fintech MVPs (wallet, payment tracker) ship in 4–6 weeks. Products with banking integrations (Plaid, Stripe Connect) take 8–14 weeks. The biggest variable is integration complexity — connecting to regulated partner APIs requires testing and compliance documentation that generic agencies can't handle.
Do you handle KYC, AML, and compliance in fintech builds?+
Yes. We design compliance workflows into the core product: KYC verification, identity checks, transaction monitoring, and immutable audit trails. We integrate with Stripe Radar, Jumio, or custom compliance partners. Scope depends on your regulatory jurisdictions (US, EU, APAC have different requirements).
Can Greta build fintech products that integrate with banks and payment providers?+
Yes. We've built banking integrations with Plaid, Stripe, Wise, and ACH networks. Bank integrations add 3–6 weeks depending on whether you need read-only (balance + transactions) or write access (transfers, payments). Bank partnerships require business agreements, so expect 4–8 weeks for vendor approval.
What's the difference between a fintech MVP and a fully regulated financial platform?+
An MVP is a proof-of-concept for product-market fit. A regulated platform needs regulatory licenses (MoneyLicense, E-Money License, etc.) which take 6–18 months and cost $50K-$500K depending on your jurisdiction. We build the technical foundation; you handle regulatory licensing in parallel. Don't let regulatory complexity delay product validation.
How much does a fintech MVP cost?+
Greta's fintech MVPs range from $12K–$40K depending on complexity. A simple payment tracker costs $12K–$18K. A lending platform with underwriting logic and KYC costs $25K–$40K. Banking integrations add $5K–$10K. All includes 30 days of maintenance and code ownership.
Do you use open banking APIs like Plaid or custom bank APIs?+
We prefer Plaid (read-only: $0–$25K/year depending on volume) for account linking and transaction history. For payments, we use Stripe (2.2% + $0.30 per transaction). For crypto, we use Coinbase or custom blockchain APIs. Choose based on your user base and regulatory jurisdiction — some regions require specific providers.
What compliance do I need for a fintech MVP in the US vs EU?+
**US:** Register with FinCEN (if handling currency), comply with KYC/AML (FATF guidelines), state MoneyLicense (if handling money transmission). **EU:** PSD2 compliance, GDPR data handling, ESMA (securities), ECB (if deposits). Start with MVP in one jurisdiction, then expand. Greta builds the technical foundation; legal counsel handles regulatory compliance.
Ready to build
for Fintech?
We build client portals that give your clients a clean, branded space for every engagement. Scoped for financial technology startups and companies.