Wealth Management Intranet
Overview
- Designed for wealth management firms with a focus on client growth and engagement
- Features a “Message from Leadership” section to align teams with strategy and vision
- Includes news and events to keep advisors informed and connected
- Provides quick links to client acquisition resources and business development tools
- Highlights employee spotlight to recognize performance and build culture
- Centralizes access to client engagement platforms and relationship management tools
- Includes a contact section: employees always know how to reach key teams
Benefits
- Leadership and advisors on the same page: a Message from Leadership section aligns advisory teams with the firm’s strategy and vision
- Client acquisition resources within reach: dedicated links put business development materials and key resources one click away
- News and events advisors actually see: keeps teams current on firm announcements, market updates, and upcoming client events
- Daily client tools one click away: CRM, portfolio, and client engagement platforms sit right on the homepage
- Recognition that builds culture: an employee spotlight boosts morale by celebrating individual performance
- A polished hub built for wealth management: a professional homepage tailored to advisory workflows
Common Questions About This Wealth Management Intranet
What is this wealth management intranet built with?
The entire homepage is built with standard SharePoint web parts – News, Events, Image, and Text – combined with a custom theme and custom fonts that give it a refined, client-focused look. There is no custom code and no third-party tools anywhere on the page. This is the kind of clean, maintainable intranet Greg Zelfond builds for wealth management and financial services firms.
What’s included on the wealth management intranet homepage?
The homepage features a message from leadership to align advisory teams with the firm’s strategy, a news section for firm updates, an events calendar, quick links to everyday tools, dedicated links to client acquisition resources and business development materials, a panel of client engagement and relationship management tools, an employee spotlight, and a contact section – everything an advisor needs in one place.
Does this design use any custom code or third-party tools?
No. Everything you see is built with out-of-the-box SharePoint – no custom code, no third-party add-ons. That matters because out-of-the-box intranets are stable, secure, and easy to maintain, and nothing breaks when Microsoft rolls out updates. Out-of-the-box is the only way Greg Zelfond builds, which keeps the intranet dependable for years without ongoing developer costs.
Can this design be customized for our wealth management firm?
Absolutely. The colors, fonts, logo, imagery, and section layout are all tailored to your firm’s brand. Greg adapts the layout to the platforms your advisors actually use – your CRM, portfolio management tools, financial planning software, and compliance resources – so the quick links and client engagement sections point to the systems your teams rely on every day.
Will this intranet work on mobile devices?
Yes. SharePoint pages are responsive by design, so the homepage automatically adapts to phones and tablets. Advisors who split their time between the office and client meetings can check leadership updates, firm news, and upcoming events from anywhere – no separate mobile app or extra configuration required.
Can Greg build this intranet for our firm?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he designs and builds out-of-the-box intranets like this one for wealth management and financial services firms, tailored to your brand, your tools, and the way your advisors work. Reach out through the contact page to get the conversation started.
