Smarter, Faster, Digital: Transforming Financial Advice
How we built Financial Foursquare, a digital platform that revolutionized how financial advisors deliver value to their clients.
Project Overview
Financial Foursquare, owned by Brent White, is a digital platform that empowers financial advisors to provide comprehensive financial checklists and solutions to their clients. We built this platform from scratch, successfully launching Phase 1 within 6 months and currently working on Phase 2 enhancements.
Industry
- FinTech
- Financial Advisory
- Business Services
Technologies
- React.js
- Node.js
- Express.js
- GCP
The Challenge
Financial advisors were relying on manual checklists and processes to help clients manage their financial goals, leading to inefficiencies, errors, and time consumption. They needed a tool to digitize their workflow, improve accuracy, and enhance client interaction while incorporating Brent's unique 4-Pillar Program.
Our Solution
Digital Checklists
Comprehensive financial checklists to track client goals, manage expenses, and plan income enhancements.
4-Pillar Integration
Seamless implementation of Brent's four pillars: Assets, Protections, Reserves, and Exit Strategy.
Custom Dashboard
Personalized dashboard for sharing screenshots and reports with clients, enabling transparent collaboration.
The Four Pillars
Assets
Identifying and managing valuable resources effectively.
Protections
Implementing strategies to safeguard assets.
Reserves
Ensuring adequate financial cushions.
Exit Strategy
Planning for future transitions and independence.
Phase 2 Enhancements
Enhanced Security
Two-factor authentication using Twilio for OTPs and SendGrid for email verification.
Advisor Collaboration
Multiple advisors can now work together on the same business case.
Advanced Tools
Financial calculators, split-screen views, and video conferencing capabilities.
Key Learnings
Digitization Boosts Efficiency
Moving from manual processes to digital checklists significantly reduced time spent on routine tasks.
Structured Planning Drives Results
The 4-Pillar Program provided financial advisors with a clear framework for guiding clients to success.
Client Collaboration is Key
The custom dashboard enabled better client communication and transparent financial planning.
Ready to Digitize Your Business?
Let's discuss how we can help you build a custom platform that transforms your industry.