We are Codepotato and we love helping financial companies make a success online.

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Financial bespoke web app creation

Web Applications & Integrations

From client portals to D2C platforms, we have experience building services just for you & your clients.

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Financial Websites

Trust us to design, build and support the way your business is portrayed online. We work with firms of all sizes to help them make the most of the web.

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IFA and Financial Website design and build
Spudmail - Financial Email Solutions

Spudtacular Newsletter Solutions

Want to keep in touch with your clients but don't know how? Our sophisticated email service helps you do exactly that, with fancy automated marketing & real-time reporting. Starting at £5 a month.

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Latest blog posts:

We’re building a front-end-as-a-service for back-office providers – It’s filehaven

Written by gareth

There we have it, I think we’ve just created a new web term – Front-End-As-A-Service (FEaaS). Cool beans! We’ve been working for a number of years now on several iterations of our own simplified client portal; Filehaven. The closest we’ve ever been to “launching” was back in 2014 with a version built in an early … Continued

Thinking of updating your site? Check these first

Written by gareth

We’re approaching that time of year where firms are starting to think of marketing efforts for the new year, and with that in mind, we thought we would help by providing a few tools and services that you could use to assess how well you’re doing, and what needs improvement. So, let’s get started! Best … Continued