A full-service engagement for a PAMM fund-management firm: a WordPress and Elementor marketing site with SEO, a custom-built investor portal with crypto funding, KYC and withdrawals, a GoHighLevel CRM, and Meta ad campaigns that grew both leads and sales.
Marketing site, custom investor portal (crypto deposits, KYC, withdrawals), GoHighLevel CRM and Meta ad campaigns, delivering +35% leads and +15% sales.
Morgan Assets is a PAMM (Percentage Allocation Management Module) fund-management firm whose capital is run by a team of professional traders. Their trading was solid, but the digital infrastructure around it was not. The marketing site did not convey institutional credibility, there was no self-serve investor portal, enquiries were tracked by hand, and paid advertising ran without a funnel behind it.
They needed Devvista to deliver the whole stack a modern investment firm needs to acquire and serve investors: a credible website, a secure portal for funding and withdrawals, a CRM to capture every lead, and ad campaigns engineered to convert.
We delivered everything a modern investment firm needs to acquire and serve investors, a credible marketing site, a secure custom portal, a CRM that captures every lead, and ad campaigns engineered to convert.
Designed and built a credible, institutional marketing site on WordPress with Elementor, a clear PAMM explainer, verified performance, and conversion-focused calls to action that turn visitors into investor enquiries.
Implemented on-page SEO, optimised titles, meta, headings and content structured around PAMM fund and institutional-investment keywords, so investors searching for managed funds can actually find Morgan Assets.
Built a custom WordPress-theme investor portal where investors fund their account, complete KYC identity verification, track portfolio performance and transactions, and request withdrawals, entirely self-serve.
Integrated NOWPayments with full API and IPN (webhook) handling so USDT deposits are created, confirmed on-chain and credited to the investor's balance automatically, with partial-payment detection and admin-approval safeguards.
Set up a GoHighLevel (GHL) CRM to capture and nurture every lead automatically, lifting leads 35% versus their manual process, and ran Meta ad campaigns that grew sales 15% over their previous advertising.
Investors, deposits, withdrawals, KYC approvals and content are all managed from the WordPress admin, so the Morgan Assets team runs the entire platform independently.
Devvista designed and built the entire investor portal from scratch on a custom WordPress theme, funding, verification, withdrawals and reporting, all self-serve for investors and fully manageable from the admin.
A credible web presence, a self-serve investor portal handling real crypto funding, and a growth system that measurably increased both leads and sales.
A sequenced build, credible site first, then the secure portal and payments, then the growth engine.
A WordPress build at its core, Elementor for the marketing site and a custom theme for the investor portal, with NOWPayments (API + IPN) handling crypto deposits, a GoHighLevel CRM capturing leads, and Meta Ads driving demand. MySQL data, SMTP email and SSL throughout.
Everything was delivered exactly as discussed, clean design, all features working, and even finished early. The admin panel is very easy to manage. Very professional work.
Straight answers to what buyers ask before a project like Morgan Assets Ltd.
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