Move the scenarios out of spreadsheets.
We built a custom portal that brought Excel-based calculations and financial projections into a shared web experience. Clients and advisors could explore scenarios and discuss future allocations together.
Quadrant Private Capital
See the portfolio. Explore what comes next.
A client portal that brings portfolio performance, projections, and documents into one place.
- OUR ROLE
- Sprint Zero + design + development
- PLATFORMS
- Web
- CONTEXT
- Financial services
The brief
Make the numbers easier to work with.
Quadrant wanted clients to understand their portfolios and explore future allocations with their advisors. Its team also needed a better way to handle documents, historical records, and repeatable tasks.
Connect the client experience.
The portal integrated with Quadrant’s existing Tamarac platform. Alongside the product, we refreshed the logo, brand elements, and public website to create a more consistent experience from first visit to ongoing client relationship.
WHAT CHANGED
A clearer place to collaborate.
Portfolio information, projections, and operational tasks became part of a connected client experience, with a custom platform the team could continue to develop.
What are you working on?
Tell us what you want to build or improve. We’ll talk through your goals and where to start.