Case study · FinTech / Investment Management · 2024

Website, investor portal and growth system for a fund manager

A credible marketing site with SEO, a custom investor portal with crypto funding, KYC and withdrawals, a GoHighLevel CRM and Meta ad campaigns.

Morgan Assets Ltd
Morgan Assets Ltd website
+35%More qualified leads
+15%Sales growth from Meta ads
5Investor portal modules
50+Crypto deposit options
ClientMorgan Assets Ltd
IndustryFinTech / Investment Management
ServicesWebsite, investor portal, CRM & paid growth
StatusDelivered & live
Year2024
The challenge

What needed to change.

Morgan Assets is a PAMM fund-management firm. Its trading was strong, but the digital side was not: the site did not convey credibility, investors had no self-serve portal, enquiries were tracked by hand and ads ran without a funnel behind them.

01

No investor portal

Investors could not fund accounts, track performance, withdraw or verify identity themselves.

02

Leads tracked by hand

No CRM, so follow-up was slow and leads were lost.

03

Weak marketing site

The site did not turn visitors into investor enquiries.

04

Ads without a funnel

Paid ads were not connected to a CRM or a tested funnel.

The approach

How we built it.

01

Marketing site

An institutional WordPress and Elementor site with a clear PAMM explainer and verified performance.

02

On-page SEO

Titles, headings and content structured around fund and investment searches.

03

Investor portal

Investors fund their account, complete KYC, track performance and request withdrawals.

04

Crypto payments

NOWPayments API and webhooks credit USDT deposits automatically after on-chain confirmation.

05

CRM & ads

A GoHighLevel CRM captures and nurtures every lead; Meta campaigns drive new investors.

06

Admin control

Investors, deposits, withdrawals and KYC approvals managed from one admin.

Inside the platform

A look at what we built.

Morgan Assets Ltd: Investor dashboard
Investor dashboardInvested amount, profit, withdrawals and portfolio value.
Morgan Assets Ltd: Fund account
Fund accountUSDT deposits credited automatically after confirmation.
Morgan Assets Ltd: Withdrawals
WithdrawalsProfit withdrawals with lock rules and admin review.
Morgan Assets Ltd: Transaction history
Transaction historyDeposits, profits and withdrawals with status.
Morgan Assets Ltd: KYC verification
KYC verificationMulti-step identity verification.
Morgan Assets Ltd: Performance section
Performance sectionVerified performance on the marketing site.
The results

Before and after.

Area
Before
After
Lead capture
Manual tracking
Automated GoHighLevel CRM
Investor funding
No self-serve portal
Crypto deposits with KYC
Ad performance
Previous campaigns
+15% sales with Meta ads
Technology

Tools & stack

WordPressElementorPHPMySQLCustom themeJavaScript / AJAXNOWPayments APIWebhooksGoHighLevelMeta Ads
Related services
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