Umbraco
98 Case Studies
A Umbraco Case Study
London & Capital, a global wealth manager, needed a secure, mobile-first client portal to give investors a real‑time view of their portfolios and a modern communications hub. After rejecting off‑the‑shelf tools, they engaged Umbraco through Gold Partner GrowCreate to build a custom solution using Umbraco CMS and the Pipeline DXS capabilities to address complex security, data sourcing and integration challenges.
Using Umbraco CMS integrated with Microsoft technologies and Azure, GrowCreate delivered a responsive portal with real‑time data access, two‑factor authentication, API‑driven content for native apps and CRM components for advisor–client communications. Launched in Q4 2016, the portal has seen high user adoption and universally positive feedback from clients and advisors, strengthening transparency, loyalty and a platform for ongoing innovation—demonstrating Umbraco’s flexibility in meeting London & Capital’s needs.
Paul Fletcher
Partner & Head of Marketing