Centre For Thriving Places
Centre For Thriving Places
Centre For Thriving Places
Building a Financial Well Dashboard That Proves Impact on Bubble
Building a Financial Well Dashboard That Proves Impact on Bubble
Building a Financial Well Dashboard That Proves Impact on Bubble
Services
Web App, Product Team, Optimisations
Tools



Deliverables
Web App
Timeline
2 Months
Introduction
Introduction
Introduction
Financial Wellbeing Pulse had a big ambition - scale impact by helping advisors measure and improve the financial wellbeing of their clients. But their app wasn’t built to grow. When Centre for Thriving Places came to us, they needed more than fixes. They needed a product team to rethink structure, streamline data, and turn a prototype into a working platform.
Financial Wellbeing Pulse had a big ambition - scale impact by helping advisors measure and improve the financial wellbeing of their clients. But their app wasn’t built to grow. When Centre for Thriving Places came to us, they needed more than fixes. They needed a product team to rethink structure, streamline data, and turn a prototype into a working platform.
Financial Wellbeing Pulse had a big ambition - scale impact by helping advisors measure and improve the financial wellbeing of their clients. But their app wasn’t built to grow. When Centre for Thriving Places came to us, they needed more than fixes. They needed a product team to rethink structure, streamline data, and turn a prototype into a working platform.






The Process
The Process
The Process
Working in Bubble, we rebuilt the analytics layer from scratch. Advisors needed visibility across individuals, time, and organisational levels. So we designed a clean, intuitive dashboard that allowed them to: - Track wellbeing trends over time - Drill into individual wellbeing components - Generate compliance-ready reports for internal and regulatory use Behind the charts was a full data restructure. We redesigned the database architecture to support more complex metrics - without touching or disrupting the live platform. We ran everything in a parallel branch, created new tables, and rewired relationships to ensure each advisor saw the right data, every time. To safely migrate existing data, we built backend workflows that validated everything twice - once before and once after. We also integrated Chart.js to bring the wellbeing scores to life visually - making patterns and insights easy to spot, even for non-technical users.
Working in Bubble, we rebuilt the analytics layer from scratch. Advisors needed visibility across individuals, time, and organisational levels. So we designed a clean, intuitive dashboard that allowed them to: - Track wellbeing trends over time - Drill into individual wellbeing components - Generate compliance-ready reports for internal and regulatory use Behind the charts was a full data restructure. We redesigned the database architecture to support more complex metrics - without touching or disrupting the live platform. We ran everything in a parallel branch, created new tables, and rewired relationships to ensure each advisor saw the right data, every time. To safely migrate existing data, we built backend workflows that validated everything twice - once before and once after. We also integrated Chart.js to bring the wellbeing scores to life visually - making patterns and insights easy to spot, even for non-technical users.
Working in Bubble, we rebuilt the analytics layer from scratch. Advisors needed visibility across individuals, time, and organisational levels. So we designed a clean, intuitive dashboard that allowed them to: - Track wellbeing trends over time - Drill into individual wellbeing components - Generate compliance-ready reports for internal and regulatory use Behind the charts was a full data restructure. We redesigned the database architecture to support more complex metrics - without touching or disrupting the live platform. We ran everything in a parallel branch, created new tables, and rewired relationships to ensure each advisor saw the right data, every time. To safely migrate existing data, we built backend workflows that validated everything twice - once before and once after. We also integrated Chart.js to bring the wellbeing scores to life visually - making patterns and insights easy to spot, even for non-technical users.
Impact
100%
100%
100%
Data Migration
Data Migration
Data Migration
5*
5*
5*
Reviews
Reviews
Reviews
100% increase
100% increase
100% increase
Clients
Clients
Clients
They communicated clearly, understood our needs, and explained everything in ways that worked for a non-technical team. We couldn’t have asked for better.
They communicated clearly, understood our needs, and explained everything in ways that worked for a non-technical team. We couldn’t have asked for better.
They communicated clearly, understood our needs, and explained everything in ways that worked for a non-technical team. We couldn’t have asked for better.
Katie Tiplady-Startin
Katie Tiplady-Startin
Katie Tiplady-Startin
Head of Operations, Centre for Thriving Places
Head of Operations, Centre for Thriving Places
Head of Operations, Centre for Thriving Places






The Result
The Result
The Result
Throughout, we worked as a true extension of the CTP team - mapping flows, reviewing data logic, testing new features, and adjusting in real time. Every decision was made together. Every step was documented. Every change was designed to empower the team long after launch. The Financial Wellbeing Pulse is no longer a fragile prototype- it’s a working product built for scale. Advisors can now see accurate wellbeing trends, generate compliance-ready reports, and manage client data securely. The Centre for Thriving Places team has control, clarity, and a platform ready for future growth.
Throughout, we worked as a true extension of the CTP team - mapping flows, reviewing data logic, testing new features, and adjusting in real time. Every decision was made together. Every step was documented. Every change was designed to empower the team long after launch. The Financial Wellbeing Pulse is no longer a fragile prototype- it’s a working product built for scale. Advisors can now see accurate wellbeing trends, generate compliance-ready reports, and manage client data securely. The Centre for Thriving Places team has control, clarity, and a platform ready for future growth.
Ready for the next project?

GetScope
Helping a VC-backed startup Get Enterprise Ready Fast
View Project

GetScope
Helping a VC-backed startup Get Enterprise Ready Fast
View Project

GetScope
Helping a VC-backed startup Get Enterprise Ready Fast
View Project

Daily Body Coach
Premium Fitness Concierge Site Built in 1 Month
View Project

Daily Body Coach
Premium Fitness Concierge Site Built in 1 Month
View Project

Daily Body Coach
Premium Fitness Concierge Site Built in 1 Month
View Project

Arist
Scaling Arist’s edtech platform with a Framer rebuild
View Project

Arist
Scaling Arist’s edtech platform with a Framer rebuild
View Project

Arist
Scaling Arist’s edtech platform with a Framer rebuild
View Project
Get tips & tricks on building with no code and AI
We send a weekly newsletter letter helping share our insights on low code and AI to give you a competitive advantage.
Get tips & tricks on building with no code and AI
We send a weekly newsletter letter helping share our insights on low code and AI to give you a competitive advantage.
Get tips & tricks on building with no code and AI
We send a weekly newsletter letter helping share our insights on low code and AI to give you a competitive advantage.
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in