Industry
Custom Software Solutions for Financial Services
Client portals, onboarding, document workflows, billing, and dashboards for financial advisory, accounting, and professional services firms.
She seemed to have a sense of what would work and what wouldn’t, so she saved us a lot of time and bother that way.
Who this is for
This might be you.
Client onboarding is inconsistent and manual.
Every new client is a slightly different experience depending on who handles it. Some things get explained twice. Others get missed. There's no repeatable path.
You can't see across all your engagements at once.
What's due this week? Which clients are waiting on something from you? The answers exist — in different inboxes, different folders, different people's heads.
Billing is a manual process nobody enjoys.
Time tracking is inconsistent. Invoices get assembled from notes. Approvals take follow-up. Every part of billing involves more people-time than it should.
The approach
How I work in this space.
Map the full client lifecycle before designing anything.
Financial services firms have complex, relationship-driven workflows. I spend time understanding the full engagement lifecycle before proposing a system.
Build client-facing tools that reflect your firm's professionalism.
A portal that looks like an afterthought reflects on the firm. Client-facing tools should feel as considered as everything else you deliver.
Give your team visibility without adding overhead.
The goal is to reduce time spent chasing status — not to add a new system everyone has to update. I design for both the manager who needs the overview and the person doing the work.
What I Build
Systems I build for financial services.
Tools for firms that manage client assets, advisory relationships, and compliance requirements — built to match.
- Client portalsA professional, branded space where clients access documents and track status.
- Onboarding workflowsA repeatable, consistent intake path for every new engagement.
- Document managementSecure upload, review, e-signature, and version control.
- Engagement dashboardsVisibility across all active client relationships in one place.
- Billing and time-tracking integrationsConnected to how you actually bill — not a parallel system.
- Ongoing supportAvailable as your firm grows.
“If I had a concern about any component of the deliverables, Diana fixed them within 24 hours.”
Adriani Coleman · Lead Digital Learning Specialist, Digital Learning & Pedagogical Solutions
If this is what you’ve been looking for, let’s talk.
Start a Conversation“She seemed to effortlessly understand what it was that we were looking for. She took our ideas and made them better.”
John G. McCabeSenior Consultant · Decision Analysis Inc., Los Angeles
Client and collaborator experience includes
Common questions
Before you reach out.
Do you build for specific financial services practice areas?
I've built for financial advisory, wealth management, accounting, tax, and consulting firms. The common thread is client relationships, document workflows, and compliance-sensitive data. If that's your world, the pattern applies.
Can the portal connect to our document management system?
If your DMS has an API, yes. I'll assess integration options during discovery.
What about e-signatures?
I integrate with established e-signature providers — DocuSign, HelloSign, Adobe Sign — rather than building that from scratch. You get a compliant, proven solution connected to your portal.
We have confidentiality and compliance requirements. How do you handle those?
Access controls, audit logging, and data handling are built in from the start — not added after the fact. I'll ask about your specific regulatory context during discovery.
I’m Diana Lopez.
I’m a senior product engineer and digital transformation consultant who turns messy business operations into clean, usable software.
I work directly with business owners to understand their problem, design the right system, and build it.
Senior-led, solo practice — you work directly with Diana, not a team of junior developers.
Start a conversation
Drop me a line.
If the tools aren’t keeping up with the business, let’s talk. A real conversation about what you’re trying to fix.