We take the mockup you have already seen at rm-funds.vercel.app and turn it into the live site: daily prices from your data provider, documents your team can upload, and pages your team can edit without a developer.
This is the live mockup we built from your brief. The final site follows the same look and structure, and adds the real data, CMS and documents behind it.
Your answers shaped everything below. If any line is wrong, tell us and we will adjust before we start.
You asked about WordPress and Elementor, so that is what we will use. We set it up so the site stays fast and your team can edit it themselves.
Your team edits pages visually in Elementor, with reusable templates for fund pages, news and people. We have built on this stack for openinfluence.com and ballenacabo.com.
You found the current site slow, so we keep the build lean: a light theme, only the plugins we need, caching, optimised images and quality hosting. We test speed before every milestone.
Hosting, the WordPress site and analytics sit in accounts you own. You are never locked to us, and full source code is handed over at launch.
Each fund uses the same set of custom fields, so every fund page has the same structure and your team never rebuilds a page by hand.
You asked whether the site calls the API on every page load or stores the data. We store it. That keeps pages fast and protects you if the provider has an outage.
Morningstar or your chosen data provider publishes prices each day.
A scheduled job pulls the new prices once a day and checks them.
Prices and history sit in your site's database, with the date of the last update.
Fund pages and charts refresh on their own. Nobody uploads a CSV.
Your data licence and API credentials stay with you. We build the connection and test it against your real feed.
Four weeks from kickoff. Dates assume we start on Monday 26 October 2026.
| Week | Focus | You review |
|---|---|---|
| 1 · 26 to 30 Oct | Access to current site and mockup code, sitemap, design system finalised, WordPress and Elementor set up | Design and sitemap sign-off |
| 2 · 2 to 6 Nov | fund and document content types, provider API connection, daily import running, fund page template | Fund page with live data on staging |
| 3 · 9 to 13 Nov | All page templates, document library, newsletter, video, cookie consent, content loaded | Full staging site |
| 4 · 16 to 20 Nov | Accessibility and performance pass, SEO redirects, team training, launch | Final sign-off and go-live |
Year end is your deadline, so there is room for a week of review rounds or compliance checks without moving it.
One fixed price. You pay as each milestone is approved.
| Milestone | Released when | Amount |
|---|---|---|
| Start | Kickoff | £750 |
| 1 · Design and foundations | Sitemap and design approved | £1,350 |
| 2 · CMS and fund data | Live prices on staging | £1,350 |
| 3 · Full build | All pages and documents on staging | £1,350 |
| 4 · QA, accessibility, SEO | Checks passed, redirects ready | £1,350 |
| 5 · Launch and handover | Site live, team trained | £1,350 |
| Total | £7,500 | |
Upwork contracts are in US dollars. We will convert at the rate on the day we create the contract and tell you the exact figure first.
Reply in the Upwork chat with any changes, or accept the offer when it arrives. We can start Monday 26 October and send the access checklist the same day.