Custom Built Portals Designed Around Your Business Needs
Custom Built Portals Designed Around Your Business Needs
Custom Built Portals Designed Around Your Business Needs
Your business is unique - your portal should be too. We build custom portals that seamlessly integrate with your workflows, delivering the right information to you and your clients.
Your business is unique - your portal should be too. We build custom portals that seamlessly integrate with your workflows, delivering the right information to you and your clients.
Your business is unique - your portal should be too. We build custom portals that seamlessly integrate with your workflows, delivering the right information to you and your clients.
TRUSTED BY INDUSTRY LEADERS
TRUSTED BY INDUSTRY LEADERS
TRUSTED BY INDUSTRY LEADERS
Why Off-the-shelf Portal Platforms Fall Short
Off-the-shelf solutions rarely handle the complexity of real-world workflows, integrations, and compliance requirements.
Limited Flexibility
Off-the-shelf platforms struggle to adapt to bespoke workflows, approvals, and business rules - leading to workarounds and rework.
Limited Flexibility
Off-the-shelf platforms struggle to adapt to bespoke workflows, approvals, and business rules - leading to workarounds and rework.
Limited Flexibility
Off-the-shelf platforms struggle to adapt to bespoke workflows, approvals, and business rules - leading to workarounds and rework.
Limited Flexibility
Off-the-shelf platforms struggle to adapt to bespoke workflows, approvals, and business rules - leading to workarounds and rework.
Integration Friction
Connecting generic platforms to existing systems often requires compromises, custom hacks, or brittle integrations.
Integration Friction
Connecting generic platforms to existing systems often requires compromises, custom hacks, or brittle integrations.
Integration Friction
Connecting generic platforms to existing systems often requires compromises, custom hacks, or brittle integrations.
Integration Friction
Connecting generic platforms to existing systems often requires compromises, custom hacks, or brittle integrations.
Security & Access Constraints
Rigid security models can make it difficult to align with internal policies, role-based access, and audit requirements.
Security & Access Constraints
Rigid security models can make it difficult to align with internal policies, role-based access, and audit requirements.
Security & Access Constraints
Rigid security models can make it difficult to align with internal policies, role-based access, and audit requirements.
Security & Access Constraints
Rigid security models can make it difficult to align with internal policies, role-based access, and audit requirements.
Manual Processes
Lack of automation forces teams to rely on manual steps, increasing cost, delivery delays, and the risk of errors.
Manual Processes
Lack of automation forces teams to rely on manual steps, increasing cost, delivery delays, and the risk of errors.
Manual Processes
Lack of automation forces teams to rely on manual steps, increasing cost, delivery delays, and the risk of errors.
Manual Processes
Lack of automation forces teams to rely on manual steps, increasing cost, delivery delays, and the risk of errors.
Poor Adoption
Clunky user experiences reduce adoption, driving users back to spreadsheets, email, or shadow systems.
Poor Adoption
Clunky user experiences reduce adoption, driving users back to spreadsheets, email, or shadow systems.
Poor Adoption
Clunky user experiences reduce adoption, driving users back to spreadsheets, email, or shadow systems.
Poor Adoption
Clunky user experiences reduce adoption, driving users back to spreadsheets, email, or shadow systems.
Scaling Limitations
What works for a pilot often breaks at scale, requiring costly rebuilds as usage, data, or complexity grows.
Scaling Limitations
What works for a pilot often breaks at scale, requiring costly rebuilds as usage, data, or complexity grows.
Scaling Limitations
What works for a pilot often breaks at scale, requiring costly rebuilds as usage, data, or complexity grows.
Scaling Limitations
What works for a pilot often breaks at scale, requiring costly rebuilds as usage, data, or complexity grows.
A short diagnostic to identify constraints before choosing a solution.
From Generic Platforms to Purpose-Built Portals
Custom portal solutions designed around your workflows, integrations, and long-term requirements - not platform limitations.
Adoption-Driven User Experience
Interfaces designed around real user roles, workflows, and permissions – improving adoption and long-term engagement.
Role-based navigation
Task-focused interfaces
Adoption-Driven User Experience
Interfaces designed around real user roles, workflows, and permissions – improving adoption and long-term engagement.
Role-based navigation
Task-focused interfaces
Adoption-Driven User Experience
Interfaces designed around real user roles, workflows, and permissions – improving adoption and long-term engagement.
Role-based navigation
Task-focused interfaces
Adoption-Driven User Experience
Interfaces designed around real user roles, workflows, and permissions – improving adoption and long-term engagement.
Role-based navigation
Task-focused interfaces
Workflow Automation
Reduce manual effort by automating approvals, handoffs, and repeatable processes across systems and teams.
Process automation
Reduced operational overhead
Workflow Automation
Reduce manual effort by automating approvals, handoffs, and repeatable processes across systems and teams.
Process automation
Reduced operational overhead
Workflow Automation
Reduce manual effort by automating approvals, handoffs, and repeatable processes across systems and teams.
Process automation
Reduced operational overhead
Workflow Automation
Reduce manual effort by automating approvals, handoffs, and repeatable processes across systems and teams.
Process automation
Reduced operational overhead
Operational Visibility
Gain visibility into usage, bottlenecks, and process performance to support better decisions and continuous improvement.
Usage insights
Process performance metrics
Operational Visibility
Gain visibility into usage, bottlenecks, and process performance to support better decisions and continuous improvement.
Usage insights
Process performance metrics
Operational Visibility
Gain visibility into usage, bottlenecks, and process performance to support better decisions and continuous improvement.
Usage insights
Process performance metrics
Operational Visibility
Gain visibility into usage, bottlenecks, and process performance to support better decisions and continuous improvement.
Usage insights
Process performance metrics
Built for Scale and Change
Portals designed to evolve as workflows, users, and integrations grow – without costly rebuilds.
Modular architecture
Integration-ready design
Built for Scale and Change
Portals designed to evolve as workflows, users, and integrations grow – without costly rebuilds.
Modular architecture
Integration-ready design
Built for Scale and Change
Portals designed to evolve as workflows, users, and integrations grow – without costly rebuilds.
Modular architecture
Integration-ready design
Built for Scale and Change
Portals designed to evolve as workflows, users, and integrations grow – without costly rebuilds.
Modular architecture
Integration-ready design
Ready to Get Started?
Transform your business with a custom portal.
Start with clarity before you build.
SLA-Backed Support
Ensuring uptime and reliability with dedicated assistance
SLA-Backed Support
Ensuring uptime and reliability with dedicated assistance
SLA-Backed Support
Ensuring uptime and reliability with dedicated assistance
SLA-Backed Support
Ensuring uptime and reliability with dedicated assistance
90-Day Guarantee
We stand by our work with a post-launch warranty
90-Day Guarantee
We stand by our work with a post-launch warranty
90-Day Guarantee
We stand by our work with a post-launch warranty
90-Day Guarantee
We stand by our work with a post-launch warranty
Structured Discovery
Clarify scope and direction before committing to build
Structured Discovery
Clarify scope and direction before committing to build
Structured Discovery
Clarify scope and direction before committing to build
Structured Discovery
Clarify scope and direction before committing to build
Custom Solutions
Software tailored to your business, not off-the-shelf fixes
Custom Solutions
Software tailored to your business, not off-the-shelf fixes
Custom Solutions
Software tailored to your business, not off-the-shelf fixes
Custom Solutions
Software tailored to your business, not off-the-shelf fixes
Designed to Integrate with Your Existing Systems
Designed to Integrate with Your Existing Systems
We design portals to integrate with your existing platforms, identity providers, and data sources - including bespoke and legacy systems via secure APIs.
Identity & Access
Single sign-on, role-based access, and delegated administration aligned with your existing identity setup.
Identity & Access
Single sign-on, role-based access, and delegated administration aligned with your existing identity setup.
Identity & Access
Single sign-on, role-based access, and delegated administration aligned with your existing identity setup.
Identity & Access
Single sign-on, role-based access, and delegated administration.
APIs & Integrations
Secure API-driven integrations connecting portals to internal services, third-party platforms, and bespoke applications.
APIs & Integrations
Secure API-driven integrations connecting portals to internal services, third-party platforms, and bespoke applications.
APIs & Integrations
Secure API-driven integrations connecting portals to internal services, third-party platforms, and bespoke applications.
APIs & Integrations
Secure API-driven connections to internal services, third-party platforms, and bespoke systems.
Core Business Platforms
Integration with core operational systems, including CRMs, ERPs, booking, and case management.
Core Business Platforms
Integration with core operational systems, including CRMs, ERPs, booking, and case management.
Core Business Platforms
Integration with core operational systems, including CRMs, ERPs, booking, and case management.
Core Business Platforms
Integration with CRMs, ERPs, booking, and case management systems. .
Data & Analytics
Unified access to operational and reporting data, surfaced securely and clearly within the portal experience for end users and administrators.
Data & Analytics
Unified access to operational and reporting data, surfaced securely and clearly within the portal experience for end users and administrators.
Data & Analytics
Unified access to operational and reporting data, surfaced securely and clearly within the portal experience for end users and administrators.
Data & Analytics
Secure access to operational and reporting data within the portal.
Customer Support Platforms
Integrated support workflows, messaging, and service visibility across existing customer support tools.
Customer Support Platforms
Integrated support workflows, messaging, and service visibility across existing customer support tools.
Customer Support Platforms
Integrated support workflows, messaging, and service visibility across existing customer support tools.
Customer Support Platforms
Integrated support workflows, messaging, and service visibility.
Compliance & Verification
Built with security, privacy, and regulatory requirements in mind, supporting verification and compliance-led workflows.
Compliance & Verification
Built with security, privacy, and regulatory requirements in mind, supporting verification and compliance-led workflows.
Compliance & Verification
Built with security, privacy, and regulatory requirements in mind, supporting verification and compliance-led workflows.
Compliance & Verification
Security, privacy, and compliance-led verification workflows.
Why partner with PortalForce?
We partner with organisations to design and build secure, scalable portals for complex workflows, system integrations, and long-term growth. Our approach combines deep technical expertise with a structured delivery process that reduces risk and creates clarity before build begins.
10+ Years Experience
Proven delivery across complex, multi-system platforms and enterprise-grade software projects.
Dedicated, Cross-Functional Team
Experienced developers, designers, and delivery leads aligned to your portal from discovery through launch and beyond.
Modern, Scalable Tech Stack
Architecture and technology choices designed for security, performance, and long-term evolution - not short-term fixes.
How We Build Your Custom Portal Solution
A proven process that delivers results
1
Alignment Call
Confirming fit, intent, and complexity
High-level overview of your portal objectives
Initial assessment of users, data, and integrations
Alignment on goals, constraints, and timelines
1
Alignment Call
Confirming fit, intent, and complexity
High-level overview of your portal objectives
Initial assessment of users, data, and integrations
Alignment on goals, constraints, and timelines
1
Alignment Call
Confirming fit, intent, and complexity
High-level overview of your portal objectives
Initial assessment of users, data, and integrations
Alignment on goals, constraints, and timelines
1
Alignment Call
Confirming fit, intent, and complexity
High-level overview of your portal objectives
Initial assessment of users, data, and integrations
Alignment on goals, constraints, and timelines
2
Discovery & Definition
Clarifying what needs to be built - and why
Deep dive into business workflows and user journeys
Identification of technical constraints and dependencies
Definition of success metrics, risks, and assumptions
2
Discovery & Definition
Clarifying what needs to be built - and why
Deep dive into business workflows and user journeys
Identification of technical constraints and dependencies
Definition of success metrics, risks, and assumptions
2
Discovery & Definition
Clarifying what needs to be built - and why
Deep dive into business workflows and user journeys
Identification of technical constraints and dependencies
Definition of success metrics, risks, and assumptions
2
Discovery & Definition
Clarifying what needs to be built - and why
Deep dive into business workflows and user journeys
Identification of technical constraints and dependencies
Definition of success metrics, risks, and assumptions
3
Experience Mapping
Designing how the portal will be used in practice
User roles, permissions, and access models
Key workflows and functional requirements
Early wireframes or low-fidelity concepts
3
Experience Mapping
Designing how the portal will be used in practice
User roles, permissions, and access models
Key workflows and functional requirements
Early wireframes or low-fidelity concepts
3
Experience Mapping
Designing how the portal will be used in practice
User roles, permissions, and access models
Key workflows and functional requirements
Early wireframes or low-fidelity concepts
3
Experience Mapping
Designing how the portal will be used in practice
User roles, permissions, and access models
Key workflows and functional requirements
Early wireframes or low-fidelity concepts
4
Solution Architecture
Designing a scalable, secure technical foundation
Recommended architecture and technology stack
Integration strategy with existing systems
Security, compliance, and performance considerations
4
Solution Architecture
Designing a scalable, secure technical foundation
Recommended architecture and technology stack
Integration strategy with existing systems
Security, compliance, and performance considerations
4
Solution Architecture
Designing a scalable, secure technical foundation
Recommended architecture and technology stack
Integration strategy with existing systems
Security, compliance, and performance considerations
4
Solution Architecture
Designing a scalable, secure technical foundation
Recommended architecture and technology stack
Integration strategy with existing systems
Security, compliance, and performance considerations
5
Commercial & Delivery Plan
Establishing scope, cost, and delivery approach
Phased delivery plan with clear milestones
Commercial model and cost breakdown
Governance, communication, and validation checkpoints
5
Commercial & Delivery Plan
Establishing scope, cost, and delivery approach
Phased delivery plan with clear milestones
Commercial model and cost breakdown
Governance, communication, and validation checkpoints
5
Commercial & Delivery Plan
Establishing scope, cost, and delivery approach
Phased delivery plan with clear milestones
Commercial model and cost breakdown
Governance, communication, and validation checkpoints
5
Commercial & Delivery Plan
Establishing scope, cost, and delivery approach
Phased delivery plan with clear milestones
Commercial model and cost breakdown
Governance, communication, and validation checkpoints
6
Build, Launch & Evolve
Delivering, validating, and supporting your portal
Incremental development with regular demos
Quality assurance, testing, and launch support
Ongoing maintenance and future roadmap planning
6
Build, Launch & Evolve
Delivering, validating, and supporting your portal
Incremental development with regular demos
Quality assurance, testing, and launch support
Ongoing maintenance and future roadmap planning
6
Build, Launch & Evolve
Delivering, validating, and supporting your portal
Incremental development with regular demos
Quality assurance, testing, and launch support
Ongoing maintenance and future roadmap planning
6
Build, Launch & Evolve
Delivering, validating, and supporting your portal
Incremental development with regular demos
Quality assurance, testing, and launch support
Ongoing maintenance and future roadmap planning
Client Success Stories
Transforming businesses through innovative digital solutions
Drewe H.
Head of Information Technology, Consilium
"Clear, Disciplined Delivery"
The team were fast, organised, and genuinely collaborative. Their milestone-based delivery made progress easy to track, while still giving us flexibility to validate complex logic. Despite a tight nine-week timeline, every milestone was met and the final product was market-ready.
Verified Review
Drewe H.
Head of Information Technology, Consilium
"Clear, Disciplined Delivery"
The team were fast, organised, and genuinely collaborative. Their milestone-based delivery made progress easy to track, while still giving us flexibility to validate complex logic. Despite a tight nine-week timeline, every milestone was met and the final product was market-ready.
Verified Review
Drewe H.
Head of Information Technology, Consilium
"Clear, Disciplined Delivery"
The team were fast, organised, and genuinely collaborative. Their milestone-based delivery made progress easy to track, while still giving us flexibility to validate complex logic. Despite a tight nine-week timeline, every milestone was met and the final product was market-ready.
Verified Review
Drewe H.
Head of Information Technology, Consilium
"Clear, Disciplined Delivery"
The team were fast, organised, and genuinely collaborative. Their milestone-based delivery made progress easy to track, while still giving us flexibility to validate complex logic. Despite a tight nine-week timeline, every milestone was met and the final product was market-ready.
Verified Review
Sarah M.
Milford Asset Management
“Reliable, Ongoing Support”
The team provide excellent support with fast response times. They continue to offer practical improvement ideas and make ongoing changes easy to manage.
Verified Review
Sarah M.
Milford Asset Management
“Reliable, Ongoing Support”
The team provide excellent support with fast response times. They continue to offer practical improvement ideas and make ongoing changes easy to manage.
Verified Review
Sarah M.
Milford Asset Management
“Reliable, Ongoing Support”
The team provide excellent support with fast response times. They continue to offer practical improvement ideas and make ongoing changes easy to manage.
Verified Review
Sarah M.
Milford Asset Management
“Reliable, Ongoing Support”
The team provide excellent support with fast response times. They continue to offer practical improvement ideas and make ongoing changes easy to manage.
Verified Review
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
Financial Services
Custom Client Portal
10+ Years of working alongside Milford Asset Management.
In partnership with PortalForce, Milford Asset Management significantly enhanced its customer onboarding process, contributing to its impressive growth, now managing over NZ$20 billion in client funds.$20B+
Assets Under Management
Pension & Retirement
Superannuation Tools
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
75%
Faster Onboarding
Manufacturing
Custom Digital Solution
Revolutionising Superannuation with Digital Advice & Onboarding.
Driving unmatched growth and efficiency in the superannuation industry through cutting-edge digital advice and onboarding tools, streamlining customer experiences while enhancing compliance and operational performance.
40%
Process Optimisation**
Financial Services
Digitising Advice
A structured digital advice and onboarding solution.
Designed and delivered a digital advice and onboarding solution that simplified complex workflows, reduced manual effort, and improved efficiency across key advisory processes.Digitising Advice Workflows at Scale
*These projects were delivered by our team under Green Chilli Design Ltd, prior to launching the PORTALFORCE PTY LTD brand in Australia.
** Estimated KPI
Common Questions
How long does implementation take?
Can you integrate with existing systems?
Will my portal be mobile-friendly?
What level of support do you provide?
How do you ensure security?
How long does implementation take?
Can you integrate with existing systems?
Will my portal be mobile-friendly?
What level of support do you provide?
How do you ensure security?
How long does implementation take?
Can you integrate with existing systems?
Will my portal be mobile-friendly?
What level of support do you provide?
How do you ensure security?
How long does implementation take?
Can you integrate with existing systems?
Will my portal be mobile-friendly?
What level of support do you provide?
How do you ensure security?
Ready to Transform Your Client Experience?
Start with a short alignment session to understand your portal goals, assess complexity, and determine the right next steps before committing to build.
Ideal for businesses that want to...
Centralise client communication
Automate onboarding and internal workflows
Integrate securely with systems like Salesforce
Web conferencing details upon confirmation
Alignment Session
Confirming fit before structured discovery
Duration
20-minute alignment call
Available
Monday-Friday, 9:00 AM - 5:00 PM AEST
*Discovery and solution design are delivered through a structured discovery phase. This session is used to confirm fit and determine next steps.