Development Agency
Contact Sign in Get a project quote

Service

Financial news portal development

For publishers, editors and founders of market commentary brands who need an editorial workflow with a disclosure step, articles tagged to companies and instruments, market data from a provider they license, premium research behind a subscription and newsletters by market, designed around how their newsroom actually gets a story out.

Get a project quote See the software package

The problem

What goes wrong today

Where it usually starts

A market commentary brand with four analysts, two columnists and an editor publishes on a general blogging platform.

  • An analyst writes a note on a listed retailer, pastes a chart as an image, and publishes.
  • The disclosure that she holds the stock lives in a text block she copies from her last piece, when she remembers.
  • The editor reviews after publication because there is no step before it.
  • A reader who wants everything the brand has written about that retailer has to use the search box, because tags are free text and the same company appears under three spellings and a ticker.

Where it gets harder

Market prices in articles are typed in, so they are stale within the hour and wrong by the morning.

  • Premium research is sent as a PDF to a mailing list that is reconciled against subscription payments by hand, so lapsed subscribers keep receiving it and new ones wait a day.
  • The newsletter is assembled by copying headlines into an email tool for each of three markets.
  • When a figure is corrected, the article changes silently; nobody can show what was published at what time.
  • The brand’s credibility rests on timing, disclosure and precision, and the platform supports none of the three.

Scope of the service

What the build covers

A custom financial news portal build normally covers the newsroom workflow and the structure the content needs. The editorial workflow moves an article from draft through analyst submission, editor review, a compliance disclosure step and scheduled publication, with each transition recorded. Instrument and company tagging uses a maintained taxonomy of companies, tickers, sectors and asset classes, so every tag lands on a topic page that gathers coverage, research and the latest data for that instrument. Market data widgets display prices, charts and tables from a data provider the publisher licenses and configures, with the licence terms and attribution shown as the provider requires. Analyst and columnist profiles carry a biography, coverage list and a standing disclosure. Premium research sits behind subscriptions with plans, trials, renewals and access that follows payment status without manual lists. A disclaimer and disclosure block is mandatory on every article and is assembled from the author’s standing disclosure, the article-specific declaration and the publisher’s standard text. Newsletter editions are composed per market from published articles and sent on a schedule. Every article shows its publication timestamp to the minute, a correction history visible to readers, and the publisher’s correction policy.

We work through the newsroom with you first: who writes, who reviews, who signs off disclosures, which taxonomy of instruments is used, which data provider is licensed and what its terms allow, which content is premium, how subscriptions are sold and renewed, how many newsletter editions exist and what the correction policy says. Each becomes a named workflow stage in the scope document.

Deliberately out of scope

  • Market data licensing itself, which the publisher arranges with the provider and configures in the system
  • Any investment advice, recommendation or regulated activity, which the portal never gives and which remains the publisher’s editorial and legal responsibility
  • Regulatory submissions of any kind. The system records what was written, by whom, with which disclosure and when
  • What the words say is the publisher’s

When the scope grows

Scoping scenario

A publisher with three market desks wants separate editorial queues per desk, a disclosure step that routes to a named compliance reviewer only when an author has declared a holding, data widgets from two providers with different attribution rules, and a research tier that unlocks per sector rather than for the whole site. Per-desk queues, conditional compliance routing and sector-level entitlements make this a custom build, and the scope document says so plainly.

Deliverables

What you receive

  • Discovery notes from following a story from pitch to newsletter through your newsroom
  • A written scope document naming each workflow stage, the taxonomy, the disclosure rules, the data provider configuration, the subscription plans and what is left out
  • Designs of the article page with its disclosure block and data widgets, the instrument topic page, the editorial queue and the newsletter composer on phone and desktop
  • The build, deployed to your hosting or ours, with the taxonomy loaded and the provider connection configured from your licence
  • Migration of the article archive, author profiles, tags mapped to the new taxonomy and the subscriber list
  • Training for editors, analysts and the subscriptions administrator, with a short style and disclosure guide for contributors
  • Handover material and full ownership of the source code and your content

Process

How a project runs

Each stage maps onto the project view in your client panel. Durations are set in your proposal, never on this page.

  1. Onboarding

    Access to your current platform and archive, your style and disclosure rules, your data provider licence and the subscription and mailing tools in use.

    Project stage: Onboarding

  2. Planning

    Discovery with the editor, an analyst and whoever owns compliance; workflow stages, the instrument taxonomy, disclosure assembly, provider terms, plans and newsletter editions are written into the scope document.

    Project stage: Planning

  3. Design

    Article, topic and newsletter pages designed for a reader on a phone with data widgets that degrade gracefully; the editorial queue and composer designed for a desk.

    Project stage: Design

  4. Development

    Built in layers: articles, taxonomy and profiles first, then the workflow with the disclosure step, then data widgets and topic pages, then subscriptions, premium access and newsletters.

    Project stage: Development

  5. Client review

    The newsroom runs two weeks of real publishing in the new system in parallel, including a correction, a declared holding and a newsletter cycle, and tells us where the workflow does not match how it works.

    Project stage: Client review

  6. Revisions

    Changes from the review are made and re-checked against the scope document.

    Project stage: Revisions

  7. Ready for launch

    Archive migrated with tags mapped and checked by the editor, provider attribution verified against the licence, subscriber access tested, redirects mapped, launch checklist signed off.

    Project stage: Ready for launch

  8. Delivered

    The newsroom publishes, discloses and sends on the new portal; hosting and maintenance continue under their own agreement if taken.

    Project stage: Delivered

Integrations

Commonly integrated

Systems this kind of business usually asks us to connect. Each integration is confirmed during discovery; none is assumed.

  • Market data providers licensed by the publisher, for prices, charts and reference data
  • Payment and subscription billing providers for plans, trials and renewals
  • Email sending platforms for newsletter editions and account messages
  • Identity and single sign-on providers for subscriber login
  • Analytics and consent tooling configured to UK data protection practice
  • Content distribution and syndication feeds for partners and aggregators
  • Accounting platforms receiving subscription revenue summaries

How we would approach it

Worked example

Concept demo

A three-desk publisher with conditional compliance review

The situation

A publisher with equities, fixed income and commodities desks wants a separate editorial queue for each, a disclosure step that routes an article to a named compliance reviewer only when the author has declared a holding in a tagged instrument, data widgets from two providers whose attribution rules differ by asset class, and a research subscription that unlocks one sector at a time rather than the whole site.

Why it is a custom build

The custom route is needed because conditional workflow stages, multiple providers and sector-level entitlements go beyond the single queue, single provider and site-wide premium tier the package offers.

The scope we would propose

  • A desk attribute on authors and articles driving the queues
  • A declaration form on submission whose answers decide whether the compliance stage is inserted
  • A provider configuration per asset class that selects the widget source and its attribution text, and entitlements modelled per sector with plans composed of one or more of them

Concept demo: a scoping scenario written to show how we would approach the work. It is not a delivered client project.

Pricing

What affects the price

Every proposal is priced on scope. These are the factors that move it most for this kind of build.

  • Number of desks, authors and editorial queues, and whether workflow stages are conditional
  • Size and source of the instrument taxonomy and the archive to map onto it
  • Data providers to connect and the attribution and display terms of each licence
  • Subscription structure: plans, trials, entitlements per tier or per sector
  • Newsletter editions, cadence and the sending platform
  • Disclosure and correction rules and how they are evidenced
  • Volume of the archive, media and subscriber records to migrate
  • Hosting choice: your own hosting or ours

Start from a package

Financial news package

A financial news portal with an editorial workflow and disclosure step, company and instrument topic pages, licensed market data widgets, analyst profiles, premium research subscriptions, newsletter editions by market and a visible correction history for financial publishers and commentary brands.

Custom build
View the package

FAQ

Frequently asked questions

How do you decide whether we need a custom build or the package?

During discovery we compare how your newsroom publishes against the financial news package. If one editorial queue, a single data provider, a site-wide premium tier and a standard disclosure block cover your publication, we quote for the package. Several desks, conditional compliance routing, more than one provider or sector-level entitlements point to the custom route.

Do you supply the market data?

No. Market data is licensed by you from a provider of your choice, and we connect and configure the widgets under the terms of that licence, including attribution. The portal displays what the provider supplies; it does not generate prices or forecasts.

Does the portal give investment advice or check whether an article is compliant?

No. It enforces that a disclosure block is present and routes articles through the review stages you define, recording who approved what and when. What the articles say, and whether they meet any regulatory requirement, is the publisher’s editorial and legal responsibility.

How are corrections handled?

A published article can only be changed through a correction, which records the previous text, the new text, the time and the reason, and shows readers a correction notice with the history. The original publication timestamp is never altered.

Who owns the system afterwards?

You do. The source code, the content and the subscriber data are handed over at delivery. Hosting and maintenance are optional and separately agreed, and you can move the portal to another provider.

Get a project quote for financial news portal software

Answer a few questions about your business, your current systems and what should change. We reply with a clear, competitive proposal.

Get a project quote Discuss a partnership
Get a project quote

Cookies on this site. Strictly necessary cookies keep the site working. Allow first-party analytics so we can see which pages lead to enquiries. No advertising, no third-party trackers, no personal data; you can change this at any time on the cookies page.

Manage preferences