The FWDR/FinWellU website (hosted at finwellu.com) uses an individual user login architecture rather than a single shared company login. Each employee of a client company creates their own account, which is then tied to their employer's company page via the company domain URL entered at registration.
This approach was chosen over a generic company-wide login after WordPress troubleshooting revealed it to be the more reliable and feature-rich path — enabling personalized event tracking and auto-filled registration forms.
User visits the registration page and fills out:
- Username (self-chosen)
- First name, last name
- Email address
- Company website URL (used to associate the user with a company profile)
- Password
Confirmation email is sent from the site's domain (finwellu.com) via WordPress SMTP. The email should:
- Include the FWDR logo and branding (no "Next Level" references)
- Include a brief "hype" message about Financial Wellness Done Right
- Provide a clear call-to-action to log in and register for a workshop
- Serve as a persistent reference email users can save
User logs in using their username or email address and password.
User lands on their company-specific page, which displays:
- Filterable list of available events (by type)
- Individual event detail pages with registration buttons
User registers for an event. Because the login is personal (not shared), registration forms are auto-filled with the user's stored information. A confirmation email is sent for the specific event, with dynamic content based on event type:
- Virtual events: Join link included
- In-person events: Location details (room, address, etc.) included
| Decision | Rationale |
|---|---|
| Individual logins over shared company login | Enables personalized event tracking and pre-filled registration forms |
| Company association via domain URL | Ties users to the correct company page without manual admin assignment |
| WordPress-based email delivery via SMTP | Reduces likelihood of emails landing in spam/junk; required for corporate firewall environments (e.g., LPL Financial) |
| Dynamic email content per event type | Supports both virtual (join links) and in-person (address/room) confirmation details |
Corporate email environments (particularly Microsoft/LPL setups) may route confirmation emails to spam, junk, or a quarantine folder. Robust SMTP configuration is required to maximize deliverability. This is a known risk flagged during the Jan 2026 call and should be validated before the Feb 2nd soft launch.
All confirmation emails — both site registration and event-specific — must be rebranded to remove any reference to "Next Level" and use the FWDR identity with Logo D.
Each client company gets a dedicated page on the site. Pages are built out by Asymmetric based on a list of active companies provided by NLP Wealth Management (starting with the top 10 prioritized by scheduled events). Company pages are not part of the standard ongoing maintenance scope — adding new company pages is treated as a structural change requiring a separate engagement.
In-person events must include a signup counter to enforce room capacity limits and prevent overbooking. Once capacity is reached, the event can be offered as virtual-only for additional registrants.