Quadrant Private Capital Solutions

Industry:  Financial Services – Private Capital & Wealth Management


Quadrant Private Capital Solutions provides personalized investment guidance to high-net-worth individuals, focusing on flexible strategies and transparent reporting. They approached Tanooki Labs to evolve their branding, streamline client relationships, and offer investors deeper insights into their portfolios.       

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Technologies & Services User

Tech Stack: Ruby on Rails, integrated with the Tamarac platform.


Services Provided:

Sprint Zero


Discovery & Technical Planning

UI/UX Design & Branding

Web Development & Integration

Ongoing Support & Feature Enhancements

The Challenge

Quadrant needed a comprehensive platform that gave clients a real-time view of their portfolio performance and enabled the team to collaborate with those clients in a more efficient, transparent way. They also sought a digital rebrand—updating their logo and online presence to better reflect their dedication to client service and sophisticated investment management.


Key hurdles included:

Enhancing Client Experience


Move away from manual, Excel-based financial tracking to a modern, intuitive dashboard.

Improving Operational Efficiency


Automate manual, time-consuming tasks such as document management and performance reporting.

Rebranding for Growth


Refresh their brand identity and website to communicate professionalism and trust.

Our Approach & Work

Sprint Zero

We began with a structured discovery process:


  • User & Business Discovery: Mapped out the needs of Quadrant’s internal team and their high-net-worth clients, clarifying user journeys and core functionality.
  • Branding & Design: Refined Quadrant’s visual identity to match their evolving values and target audience.
  • Technical Planning: Chose Ruby on Rails for its stability and maintainability, ensuring the final product could integrate with Quadrant’s legacy management platform (Tamarac).

Custom Client Portal

  • Portfolio Visibility: Built a secure web portal where clients can track investment performance, review documents, and run financial scenarios on the fly.
  • Operational Dashboard: Automated document workflows, archived historical records, and empowered financial professionals to move beyond Excel-based processes.
  • Integration & Flexibility: Ensured the platform seamlessly communicated with Tamarac, preserving Quadrant’s existing operational data while providing new capabilities.

Digital Rebrand

  • Reimagined Logo & Branding: Created a sleek, modern identity to reflect Quadrant’s dedication to forward-thinking financial services.
  • New Marketing Website: Showcased Quadrant’s expertise with updated design and messaging, making it easier for potential clients to learn about their offerings.

The Results

Streamlined Client Experience


Clients now have greater transparency into their portfolios, with scenario modeling and real-time performance data.

Increased Efficiency


Automated document management and collaboration features reduced manual workload and saved the Quadrant team hours each week.

Elevated Brand Presence


The refreshed logo and website set Quadrant apart in a competitive market, reinforcing their reputation for personalized service and innovation.

Testimonial

While we’re unable to share a direct quote from Quadrant at this time, the Quadrant team has consistently praised the improved user experience for both their clients and internal staff. They’ve noted that the new portal “streamlines portfolio analysis and drives higher-value conversations with investors."

Key Takeaways

Custom Solutions Drive Efficiency


Automated workflows and real-time data access free teams to focus on client relationships rather than administrative tasks.

Branding Matters


A modernized digital identity helps convey Quadrant’s commitment to transparency and innovation.

Collaborative is Crucial


Close communication between product, design, and development teams ensures a smooth integration with existing systems and an excellent user experience.

Ready to build a platform that delights clients and streamlines operations?

Contact Tanooki Labs to learn how we can bring your vision to life.

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