MyAdvisor
A lead-management platform for financial advisers in Singapore, from the site that captures them to the back office that converts them, PDPA-compliant.
Context
Built for a first client, a financial adviser in Singapore. Two parts: a marketing site that generates leads, and a back office that follows each lead through to becoming a client. Finance is a sensitive domain: PDPA compliance and personal-data protection are starting constraints, not finishing touches.
My role
Design and development, alone, on a requirements document iterated with the client.
Approach
A Lead, Prospect, Client cycle with follow-up and appointments, a weighted-scoring investor-profile quiz, a blog built for search, and a financial-psychology assessment module reserved for the adviser. Deliberate MVP choices, two roles only, and the administrator never sees personal data in the clear.
Outcome
In production.