Wealth Portal for Investment Clients

I need a full-featured wealth management site whose core function is a client information portal devoted to our investment products. Visitors arriving with their existing credentials should land in a clean, responsive environment where they can immediately browse up-to-date product information presented in an intuitive dashboard.

Alongside the public-facing pages, I will rely on a secure back-end that lets my team upload new fund sheets, performance PDFs, and commentary without touching code. If you have a preferred stack—WordPress with custom plugins, Laravel, or a React front end talking to a headless CMS—let me know; I’m flexible as long as security, speed, and easy content management are covered.

Key points I must see working before sign-off:
• Password-protected portal with role-based access to the product library
• Elegant display of each investment product’s summary, fact-sheet download, and historic performance chart
• Admin screen where my staff can add, edit, and retire products in minutes
• Mobile-first styling and crisp, modern UI

Please share links to similar portals you have shipped, the toolset you propose, and your estimated timeline for design, development, and final hand-over.