Case study · Altro Partners
One portal for four kinds of user
Accountancy firms introduce their clients to a financial planner. Head office, the managers who look after each firm, the firms and their clients all work in the same system, and each of them sees only their own part of it.
- 4
- views, walled off in the database
- 6
- stages from identified to implemented
- 470
- client records loaded and enriched
The brief
Referrals that ran on email and phone calls
A financial services firm works through partner accountancy practices. Introductions went by email and phone, so nobody could say how many were live, whose they were, or what came of the one from March.
The accountants had good reason to hesitate. Handing a client to someone else puts the firm's name on the line, and without seeing what happened next, the safe choice was to stop making introductions. Introductions go to Equity & General (FCA 474163), the authorised firm.
Who sees what
Four views of the same records
The rules live in row-level security policies in Postgres. A partner firm that asks for another firm's records gets nothing back from the database itself, whatever the screen in front of it shows.
| Can see | Head office | Partnership manager | Partner firm | The firm's client |
|---|---|---|---|---|
| Every partner firm and every introduction | – | – | – | |
| The firms they look after | – | – | ||
| The firm's own clients and introductions | – | |||
| Their own scorecard results and articles |
Introductions, stage by stage
Six stages, each with a clock on it
Every stage has a number of days an introduction may sit there. Past it, the introduction moves to the firm's “needs a nudge” list with the reason, and one button sends the chase.
Illustration. Stage names, colours and chase thresholds are the portal's own; the client names are fictional.
Illustration with fictional firm names.
Each firm's own name on it
The firm's logo runs through every screen
Each firm uploads its logo once. It carries through the portal's sidebar and onto every page and article its clients see. Software that carries the firm's name gets used as the firm's own.
Client Watch
The firm imports its client list. The portal checks each limited company against Companies House and the firm's own website, then shows which clients have something to plan, and why.
- Surplus company cash
- An owner past 50
- Borrowing with no protection
- A sale coming up
Around the introductions
An academy
Nine written lessons with quizzes, progress for each person, a printable accreditation certificate and a generated video for each module.
Client tools
Scorecards the accountant sends to a client. Each result lands on the client's record and starts a four-part educational email series.
Adviser systems
Introductions are posted into Plannr and Intelliflo, so nobody retypes them at the other end.
Finding new firms
Weekly Companies House prospecting, contact enrichment and an email sequence, plus an article published every Tuesday.
Where it got to
Every introduction has a record
Each partner firm has software in its own name, a trained team, tools its clients use, and a record that shows where each introduction got to. Head office sees every firm. Each manager sees only their own firms.
Supabase · Postgres row-level security · Netlify Functions · Claude · Companies House · Intelliflo · Plannr · Apollo · Brevo