Two systems for one set of documents
Binary Capital publishes factsheets, rebalance notes, reports and recordings for the advisers who use its portfolios. Its public website and its adviser portal ran as two separate systems, so anything that belonged in both had to be uploaded twice. The firm also needed to show some documents to particular adviser firms only, and it called that the feature that mattered most.
What we built
Per-firm access on every document. Each document is Public, Portal only, Restricted or a Draft. A restricted document goes only to the firms or advisers ticked on it. The rule is checked on the file itself, so a link passed to someone else leads nowhere.
One dashboard for the site and the portal. Resources, events, portal content, firms, access requests and users are all managed in one place.
A home for advisers. Recently added documents, sections for literature, insights, video and audio, due diligence and Consumer Duty, search, a viewer inside the page and a private area for each firm.
Emails that send themselves. Documents can be scheduled to publish. Rebalance notes go out to advisers the moment they are published, factsheets go out monthly, and every email has a one-click unsubscribe.
Events and access. Advisers RSVP to events in one click and get a calendar file. New advisers request access with an FCA declaration, and the team approves or declines them from a queue. Existing advisers came in from a spreadsheet and were invited in bulk.
How it is built
The portal and the website run as one Cloudflare Worker. Documents live in R2 storage and the records in a D1 database. The pages are static HTML with React 19 compiled ahead of time, so there is no framework to download. Sessions use signed cookies, passwords are hashed with scrypt, Turnstile keeps bots off the forms and Resend delivers the email. Every push to the main branch runs the tests and deploys through GitHub Actions.
The result
Binary Capital signed off the plan on 11 August 2026, and the portal went live on 26 August. That was 15 days later, and 20 days before the date in the plan. Advisers who go to the old portal address land on the new one. We built the public website too, and the two share one codebase, so a document only ever gets uploaded once.
