Norwegian wealth-advisory fintech running a nine-year-old HubSpot CMS site (Act-Theme, last meaningfully redesigned around their original launch) that no longer matched the platform they'd become. Pages were ad-hoc CTAs and a stack of HubSpot rich-text modules. Editing required HubSpot training the marketing team didn't have. The site read like a 2016 brochure for a 2024 enterprise platform serving banks and wealth managers across Europe.
02
Approach
What we built
Full rebuild on Wix Studio with a redesigned information architecture around the three product pillars — Client Advisory (Advisor Flow), Self-Service Advisory (Investor Flow), and Investment Engine (API Platform). New brand-aligned design system with a fintech-credible visual language. Editorial content modelled so the marketing team could ship product and resource pages without engineering. SEO equity carefully preserved across the migration with 301 maps for every existing URL.
03
Result
What changed
HubSpot retired · €5B+ advised through the platform messaging unlocked · marketing ships pages without engineering · €0/yr in HubSpot CMS licensing
A nine-year HubSpot CMS site became a Wix Studio platform that finally matches what Quantfolio actually sells.
01/ 04
The brief
Quantfolio is an end-to-end advisory platform for financial institutions — premium wealth managers through to large banks. Their hero copy now reads "Deliver compliant client-facing and digital advice." Their old HubSpot site read like an ambitious 2016 startup. The product had outgrown the marketing site by years.
02/ 04
Why migrate off HubSpot
HubSpot CMS had served them well for nearly a decade. The problem wasn't the platform — it was the lock-in cost ratio. The marketing team didn't use HubSpot Marketing Hub, the CMS Hub license was carrying a site that needed quarterly redesigns the team couldn't do themselves, and every page edit required a developer or a HubSpot module training session. Wix Studio offered the design fidelity they wanted, an editor the marketing team could actually drive, and a fraction of the carrying cost.
03/ 04
What we shipped
A full Wix Studio rebuild structured around the three product pillars — Advisor Flow, Investor Flow, and the API Investment Engine. New brand-aligned visual system designed to read as enterprise-credible to bank procurement teams. Resource library and blog rebuilt with content models so marketing can publish without engineering. Velo used sparingly for the conditional CTAs and the lead-form integrations. Every URL on the old HubSpot site mapped to its new home with 301s so a decade of SEO equity transferred cleanly.
04/ 04
The numbers
Zero URLs lost in the migration. The marketing team has shipped seven new resource pages and two product updates without touching engineering since launch. HubSpot CMS licensing came off the books. Most importantly — the hero number on the live site, "more than €5B advised through our platform," now sits on a site that looks like it could plausibly advise €5B.