Melanin Money
Financial education client portal
A client portal built around the work after sign-up.
A production client portal connecting onboarding, documents, subscriptions, and the team's daily operations.
The challenge
Melanin Money needed more than a public website. Clients move through onboarding, agreements, subscriptions, resources, and ongoing action items, while the team needs a reliable view of each relationship behind the scenes.
Our approach
Our work on the production portal joined client-facing flows with admin operations. We focused on clear access rules and dependable data movement between the portal, CRM, documents, and payment systems.
Inside the work
Client onboarding
Structured entry, account access, documents, and resources for new clients.
Connected operations
Subscription state, CRM sync, agreement webhooks, and reconciliation for stale data.
Admin visibility
Role-aware dashboards and workflows that support the team serving clients.