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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

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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.

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

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Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.

Logo

Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.

Logo

Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.