Financial Advice · Service Page
The client portals, onboarding flows, review trackers and compliance task trackers we build, and what we will not promise.
Last updated: October 2026. Written by Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions.
Quick answer
Simple Automation Solutions builds client portals, onboarding flows, document collection, review and renewal trackers, meeting notes and action trackers, compliance task trackers and practice dashboards for financial advisers and insurance brokers on Bubble.io. Each client sees only their own information, access is logged and consent is recorded. We do not certify regulatory compliance; your compliance adviser should review the PRD. Builds start at $3,500.
Key takeaways
- Builds: client portal, onboarding, document collection, review and renewal tracker, notes, compliance tracker.
- Access restricted and logged; consent and retention planned.
- We do not certify compliance; have your compliance adviser review the PRD.
- Integrate with regulated platforms; do not replace them.
- Builds from $3,500; Discovery Sprint $345 credited.
In this guide
Financial advisers, insurance brokers and similar practices handle sensitive financial information, strict record-keeping and regulatory expectations, usually with small teams. Client onboarding, document collection, meeting records and renewals consume time. This page describes what Simple Automation Solutions builds for advisory and brokerage practices on Bubble.io, with an honest account of what we will and will not promise.
This is general information, not regulatory advice. Obligations vary by country and regulator, and your compliance adviser must decide what your firm needs.
What do we build?
| Build | What it does | Who uses it |
|---|---|---|
| Client portal | Secure document sharing, messaging, status and reviews | Clients and advisers |
| Client onboarding flow | Fact-finding forms, identification and documents, consent and engagement agreements | Prospects and admin |
| Document collection and reminders | Requests for statements, policies and forms with expiry or renewal alerts | Clients and staff |
| Review and renewal tracker | Annual reviews, policy renewals and follow-ups with owners and alerts | Advisers and managers |
| Meeting notes and action tracker | Structured notes and follow-up tasks per client | Advisers |
| Compliance task tracker | Recurring internal checks with owners and evidence records | Compliance staff |
| Practice dashboard | Pipeline, reviews due, tasks and workload | Principals and managers |
What are the core workflows?
- Onboarding: structured fact-finding and document collection with consent records.
- Reviews: scheduled reviews with preparation checklists.
- Renewals: reminders and tracking of upcoming dates.
- Records: notes, actions and documents tied to each client.
- Compliance: internal checks and evidence trails.
What we will not promise
We do not promise that any system makes your firm compliant, that a platform plan meets your regulator’s expectations or that records meet a particular standard without your review. We design access control, audit trails and retention to support your obligations, and recommend that your compliance adviser reviews the PRD. See our security guide.
How do we handle privacy and access?
- Each client sees only their own information.
- Advisers see their own clients, and principals see more.
- Access to sensitive documents is restricted and logged.
- Consent and disclosure records are stored with dates.
- Retention and deletion are planned with your adviser’s guidance.
- Rules are enforced in the data and tested with multiple accounts before launch. See our security guide.
Professional, sector and data protection rules vary by country, and you remain responsible for yours. We build to support them, and recommend taking advice where regulated data is involved.
How does a project run?
- Free Idea Audit (30 minutes). We discuss your process and what hurts most.
- Discovery Sprint ($345). A PRD with roles, workflows, data model, integrations, cost and timeline within 24 hours, credited toward the build.
- Build. On a separate test version, with regular demos.
- Pilot. A small first group, then wider rollout with short guides.
- Launch and iterate. Improvements and support from $35 per hour, with no retainers or minimums.
See what to cut before you build.
What does it cost, and how long does it take?
Builds start at $3,500, with the final quote based on the PRD. The main drivers are user flows, roles, integrations, platform and data complexity. Typical launches take 2 to 6 weeks, depending on scope. See our Bubble.io cost guide and realistic build schedules.
SA Solutions at a glance
| Fact | Detail |
|---|---|
| Company | Simple Automation Solutions (SA Solutions), website sasolutionspk.com |
| Lead | Athar Ahmad, Certified Bubble.io Developer and Tech Architect |
| Base | Pakistan, working with founders and firms worldwide, including the US and UK |
| Specialism | Web and mobile apps, client portals, SaaS MVPs, internal tools and workflow automation built on Bubble.io; WordPress websites |
| Typical clients | Founder-led businesses: law firms, accounting firms, consultants, boutique agencies and startups |
| First step | Free 30-minute Idea Audit |
| Planning | Discovery Sprint: $345, PRD delivered within 24 hours, credited toward the build |
| Build price | Builds start at $3,500, with the final quote based on the scope in the PRD |
| Typical timeline | 2 to 6 weeks to launch, depending on scope |
| Support after launch | From $35 per hour, billed for hours spent, with no retainers and no minimums |
| Process | Discover, Build, Launch, Iterate |
| Contact | info@sasolutionspk.com |
Build or buy?
- Your regulated systems, such as client money or investment platforms, already do what you need.
- You use an established practice management product with a suitable portal.
- Your needs are standard and cost is low.
We would rather tell you to buy a product than sell you a build you do not need.
When are we not the right fit?
- You need regulated record-keeping or advice platforms built in. Buy or integrate those.
- You need us to certify regulatory compliance. We cannot. Compliance depends on your policies, agreements and practice, and on your regulator.
- You need on-site support in a specific city.
- You need to own and run the source code.
Frequently asked questions
Can you build a client portal for a financial adviser?
Yes. We build client portals with secure document sharing, onboarding, reviews, renewals and dashboards, with each client seeing only their own information.
Is the software compliant with financial regulation?
We build to support your obligations, but compliance depends on your policies, agreements and regulator. We do not certify compliance and recommend that your compliance adviser reviews the PRD.
Can it track policy renewals and annual reviews?
Yes. Renewals and reviews can be tracked with owners, reminders and records.
Do you replace our regulated systems?
No. We integrate with them where possible and build the client-facing and workflow layer.
How much does it cost?
Builds start at $3,500, with the final quote based on scope. A $345 Discovery Sprint, credited toward the build, produces the scope.
Running an advisory or brokerage practice on email and folders?
Email us how onboarding, reviews and renewals work today. We will outline what is worth building.
Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions
About Simple Automation Solutions (SA Solutions)
Simple Automation Solutions is a Bubble.io development studio led by Athar Ahmad, a Certified Bubble.io Developer and Tech Architect. It builds web and mobile apps, client portals and SaaS products for founder-led businesses such as law firms, accounting firms, boutique agencies and consultants. Services include a free 30-minute Idea Audit, a $345 Discovery Sprint (a Product Requirements Document delivered within 24 hours, credited toward the build) and builds starting at $3,500. Website: sasolutionspk.com.
