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Financial Portfolio Website Template: Showcase Your Success


The crypto industry is expected to grow at a CAGR rate of 11.1% between 2021 to 2028. Similarly, the revenue from cryptocurrency in 2023 is USD 37.87 billion and most of that comes from investment. An average user generates revenue of USD 56.19. 

Do you own an investment firm or cryptocurrency exchange? About 20% of Americans own crypto and you have seen potential in that. Moreover, 76% of investors think it is the future of the financial industry. 

Perhaps, you are a financial advisor looking for ways to help your clients showcase their strong portfolios. Either way, if your clients have a captivating financial profile, then they would want to show it off. 

The best way to do that is by creating a financial portfolio website from a template. This blog will discuss how to create one, its benefits, and more. 

Why Do You Need a Financial Portfolio Website for Clients?  

Imagine a client approaches you to be their financial advisor. However, you do not have any interface to showcase their accomplishments. Of course, they will feel your company is not a good channel for showcasing experiences, financial profiles, and skills. 

According to GLASS, a user-friendly and customizable crypto financial portfolio website help companies offer a comprehensive experience to their clients. Similarly, enterprises can integrate this portfolio into their online presence and create client portals for easy access. 

As a result, your business will skyrocket. With a financial portfolio website, you can offer valuable financial insights that will empower your clients and elevate your business. Furthermore, the importance of having a customized financial portfolio website is as follows: 

  • Provides a platform to highlight your client’s financial holdings and achievements
  • Grabs prospect’s attention with financial data and testimonials from current clients 


How Can You Create a Financial Portfolio Website?

#1. Your Website’s Address 

You need to choose a hosting service where you can publish the website online. Moreover, a unique domain name will be the crypto financial portfolio’s address. Ensure to select names and services that resonate with your brand image and requirements. 

#2. Choose a Template 

Next, you can choose a financial portfolio website template. For example, you can use a template with a minimalistic design and solid fonts. Choose a template that is visually appealing, user-friendly, and intuitive for your clients. 

#3. Integration 

After choosing the domain, hosting, and template, you are 80% of the way there. The next thing you need to do is integrate all of them. Moreover, you need to customize it based on your company values, services, clients, and more. 

5 Features to Look Out for in a Financial Portfolio Website Template 

According to GLASS, a financial portfolio should be engaging, informative, personalized, and have a seamless integration feature. Therefore, companies should look for templates with the following features: 

  1. Clients should be able to explore crypto investment performance easily without getting lost in the webpages 
  2. There should be clear communication between the investor and the company through chat features 
  3. It needs to provide authentic and real-time updates on the portfolio value, asset allocation, and performance metrics
  4. Tailored to match the company’s image or brand identity, especially the fonts, logos, and schemes
  5. Should have a seamless integration feature with existing company websites to avoid disruption and to enhance online presence 

Furthermore, the template should be editable to add your unique content. This way, you can create a financial portfolio website using a template that resonates with your target audience. 

3 Reasons to Invest in a Financial Portfolio Website Template 

You need technical knowledge, time, and money to build a financial portfolio from scratch. However, a template for your financial portfolio can save you time and money. 

The other reasons for choosing such a template are as follows: 

  • Easy to maintain, offers scalability, and does not require you to have any prior designing knowledge 
  • It offers immediate results and has an easy to setup aspect with built-in features for finance data 
  • Allows you to access consistency without coding or designing anything from scratch 

Your clients might be crypto investors with good financial knowledge. But it is your job to showcase their finance portfolio in an engaging and informative way. Great examples of financial portfolios are Zoe Financials, Empower, Wealthfront, Betterment, and more. 

The Bottom Line 

You should let your clients access a well-structured financial portfolio. It will contain their investment journey and information about their crypto investments. They will have access to all the data about investment holdings with your company. 

You should offer them a customizable portfolio that is user-friendly and offers a comprehensive experience. In doing so, you can grow your business and build a lasting online presence. 

However, to build a financial portfolio website, you should get a domain name and hosting service. Then you can choose a template, customize it to your brand image and integrate it into your online presence. Ensure to look for the template features mentioned in the blog. 

This way, you can create a consistent, accessible, and accurate portfolio website for your clients.

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