CCustodyPage
Verified portfolio websites for wealth teams

Publish client trust without exposing client risk.

CustodyPage turns advisor portfolio websites into read-only, attested surfaces with custody badges, refresh timestamps, and compliance-approved sections clients can inspect before they book a review.

SOC 2 evidence packetRead-only custodian sync7-year audit trail
https://northpier.custody.page/mendoza
Verified TLS
Protected link controlsRecipient receives a page with holdings masked until identity check.
Selected state: Overview. Hover controls reveal elevation; Billing shows disabled state.
Source prompt

Design brief encoded in the prototype

Purpose

Help fintech advisory teams publish credible portfolio websites that answer a prospect's first question: is this information current, protected, and backed by real custody data?

Layout

First viewport pairs a sharp promise with a live browser artifact. The useful work sits inside the artifact: section tabs, approval gating, recipient validation, and publish feedback.

Visual system

Restrained warm paper, dark ink, custody green, and one amber verification accent. Serif display type adds institutional gravity; compact sans UI keeps controls product-ready.

Interaction states

Tabs show selected and hover states. Publish supports disabled, loading, success, and error states. Clearing the recipient produces an empty state inside the preview.

Responsive behavior

Desktop keeps the promise and artifact side by side. Mobile stacks the promise, browser, controls, and brief while preserving the secure-publish action above the fold after the product preview.

Implementation constraints

No external assets are required. The animated ledger canvas is decorative and ignored by assistive tech; all controls are native buttons, inputs, and tabs with visible focusable targets.