Camden Finance Partners
A secure client portal that replaced a finance firm's email-and-spreadsheet workflow with one place clients actually log into.
ROLE
FULL-STACK · WEB APP
TIMELINE
10 weeks
STATUS
LIVE
CATEGORY
Web Development
CONTEXT & OBJECTIVE
Camden Finance Partners managed client documents and portfolio updates over email — a slow, insecure workflow that made it hard for clients to find anything and hard for the firm to track who'd seen what.
A client portal for a boutique finance firm — secure document sharing, live portfolio summaries, and single sign-on, replacing an email-and-spreadsheet workflow.
0
PORTAL, NOT EMAIL
0
SPREADSHEET HANDOFFS
SSO
SINGLE SIGN-ON
THE CORE CHALLENGE
Finance clients don't want another login to remember, and the firm couldn't afford a security misstep with sensitive documents. The portal had to feel effortless to log into, handle document access permissions correctly per client, and never once feel like 'enterprise software'.
WHAT I BUILT & DELIVERED
A Next.js app with NextAuth single sign-on, role-based document access, and a live portfolio summary view pulling from the firm's existing data sources.
Built single sign-on with NextAuth so clients log in without a new password to manage
Set up role-based document permissions — each client sees only their own files
Built a live portfolio summary view replacing static PDF reports
Migrated the firm off email attachments entirely for sensitive documents
SELECTED VIEWS & SCREENS
Client dashboard — portfolio summary
01Secure document view
02
Login — single sign-on
03IMPACT & RESULTS
Clients now log into one portal for documents and portfolio updates, with the firm able to see exactly who has accessed what.
0
PORTAL REPLACING EMAIL
00wk
BRIEF TO LAUNCH
0
PASSWORDS TO MANAGE
000%
DOCUMENTS MIGRATED
CLIENTS FINALLY KNOW WHERE TO LOOK.
