Web systems for financial intermediaries
An introducing-broker portfolio cannot be one landing page reskinned four times. The audience, evidence and conversion path change with the business.
Review the four directionsTemplate index
Each frame is a fictional design concept. Regulatory language, registration details, broker relationships and risk warnings must be reviewed for the operator and jurisdiction before launch.
Open concept
En BancThe full bench rules together
AaModernist system · Business archetype
Core modules
Open concept
In CameraHeard in private chambers
AaLedger system · Business archetype
Core modules
Open concept
VerbatimThe word-for-word record
AaTerminal system · Business archetype
Core modules
Open concept
AmicusFriend of the court
AaPoster system · Business archetype
Core modules
Shared system
The portfolio shares a disclosure-aware information architecture, while enabling only the modules the business genuinely needs. “Dual-track” navigation is useful when both traders and partners are real audiences—not as a decorative default.
| Module | 01 · Signal desk | 02 · Private desk | 03 · Copy systems | 04 · Partner network |
|---|---|---|---|---|
| Education and public content | Core | Supporting | Supporting | Partner enablement |
| Regulatory identity and disclosures | Core | Core | Core | Core |
| Performance presentation | Selective | No | Core | No |
| Broker comparison or connection | Connection | Comparison | Connection | Multiple brokers |
| Partner acquisition track | Optional | Optional | Optional | Core |
Design principles
“The studio has one voice so the templates can each have their own.”
Identify the operator, the broker relationship and who holds the account. Never let visual polish blur the parties involved.
Performance, income and access claims need visible assumptions, methodology and risk context—not a disclaimer several screens later.
Retail education, institutional consultation, technical system evaluation and partner recruitment require different evidence.
Calendars, comparisons, account links and partner widgets sit in explicit slots so the front end does not depend on one provider.
Dissent, decline criteria, the losing tape and the stressed scenario are one principle expressed through four different systems.
The complete bench
Modernist dissent, private-ledger selectivity, terminal loss records and a poster calculator that argues back. Each concept publishes the part its category usually hides.
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