Based in the United Kingdom, this independent financial advisory firm (IFA) is led by a founding team with extensive experience in the financial advisory industry.

The firm saw a gap in the market. Customers have to move between different platforms to get financial advice, and advisors spend a lot of time collecting accurate, aggregated information for their clients. Its mission is to deliver a seamless advisory experience for customers and give advisors reliable data they can act on quickly.

SmartDev joined as a technology and product partner for a six-week Discovery Phase. Our team worked closely with the founders to identify product requirements, recommend the technology and infrastructure for building and maintaining the product, and define the functions of the minimum viable product.

We created product mockups and user flows for both end users seeking financial advice and the advisors who use the platform. We also prepared detailed estimates for system design, infrastructure, timeline and team structure. The project was phased clearly, with the number of sprints and the scope of user stories defined up front.

SmartDev also supported the client in securing investment funding for the implementation. We used the financial data provided to build financial models that calculate ROI ratios. With this plan, the founders could communicate confidently with investors and move forward with the build.