We’re looking for Feedback on the Client Home 2.0

I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0 in the next two weeks, and we’d love to gather your feedback before we lock in the designs.

A few areas we’re actively shaping:

• A way for different clients can see different versions of Client Home
• Improved banner templates and repositioning
• Overall visual improvements to make your brand come through to your clients

If you use Client Home today, this is the perfect moment to influence what comes next. What feels clunky? What feels unclear? What would help you deliver a better client experience?

Feel free to schedule a sneak peak and feedback call with our product team here: Calendly

post by Dovid_Baum on Nov 7, 2025

community,

It would be really great to see the homepage function more like a visual landing page, like a website. Ideally, having a drag-and-drop design editor for full design customization that is built similar to webpage builders like Elementor would be amazing. The ability to set fonts and colors while editing the page, customize widget areas with a variety of widgets, add images and icons within rows or columns anywhere within the design, etc would be exciting.

post by Wayfinder_Admin on Nov 7, 2025

For us, there are two things that we would really like on the home app.

Firstly - each individual component or element to be able to be hidden or shown based on client criteria from the CRM records. What we don’t want is to have to make a whole new page for every permutation - just to be able to hide irrelevant sections from clients to whom they are irrelevant.

Secondly - the ability to have multiple home designs that are implemented not based on CRM criteria but based on usage of the portal - i.e., a page that shows the very first time they visit - so it can be used for welcome purposes - or linked to a timing like the first 5 days after first login. Or linked to the number of logins etc. Or based on arbitrary dates - so for example we could build a Christmas version ahead of time and set its start date and end date - so it can be designed way ahead of time and then auto-implement on the correct day.

post by John_Bloomfield on Nov 10, 2025

For us, there are two things that we would really like on the home app.

We’ve dealt with systems before where the variants are whole page and they are a pain to maintain so we won’t even enable to be honest.

As a financial planning firm we might have a section that reports on a particular type of policy, but it’s not relevant for all clients as they don’t have that sort of plan.

E.g. one client might have investment and pension.

Another might have just pension

A third just investments

So that’s three permutations already before we start thinking about all the other types of plans.

So if we have three (likely a lot more) permutations and need to amend a component visible to everyone we have to amend every permutation.
Or if it’s pensions in the above scenario we’d have to amend the component on each page Pension data appears.

It’s onerous, time-consuming, and liable to error. A simpler user experience is just to divide the page into common sections and relatively uniform but responsive layout and just be able to set the components to show or hide based upon CRM variables.

That way we only need to maintain one version where the variations are minor and it’s less of a strain. Reserving major alternative versions for completely different clients i.e. B2C and B2B.

post by Dovid_Baum on Nov 10, 2025

Great feedback. For the first version you will be able to have different variants. The plan is to control the entire page using custom fields. So you could achieve your end state but it wouldn’t be time-based or for each section. What we found is most people want 2-4 permutations so this approach made sense for that.

post by Liz_Parsons on Nov 25, 2025

An option to make custom home pages for each client would be nice. Agree, a drag & drop editor like a webpage designer would be even better.

post by Dovid_Baum on Jan 30

We plan to finish building for custom home pages by End of March at latest. Here is a preview of how this will look. The idea is you can create different segments using a custom field. So one group of clients receives one Client Home and another group receives another one all dynamically controlled by a tag on the CRM.

post by Anthony_Drozd on Mar 19

Looking forward to this update - is it still on target for end of March?
Excited to share this feature is now live with Assembly 2.0!