We worked with Clearbrook Financial to build a self-directed reporting platform which allowed individual Financial Advisors to create, manage and distribute portfolio reports to their clients. At the time, Clearbrook Financial outsourced 100% of their technology. We worked directly with the CTO to define the initial minimum viable product (MVP) for the platform, create a roadmap, select an offshore team and kick-off production all within 30 days of our initial meeting. The first version of the reporting platform was delivered in three four-week iterations.
The platform we built streamlined the manual assembly of financial for clients. This tool is easy to use for the Financial Advisor while providing powerful customization and ad-hoc reporting. Ultimately this platform allows Financial Advisors to service their clients better and provide information in near real-time.