Helping an entrepreneur build a new fintech SaaS product

Advisor Metrix

case study



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Advisor Metrix is business intelligence and insights software as a service product, designed to deliver insights for financial advisors interested in making better business decisions. In Advisor Metrix users can:


This SaaS product was the brainchild of Thom K Hall, an experienced financial advisor. He spotted a gap in his market for a software product that helps advisors gain a holistic overview of their business.

Other than actually building the product, the three key challenges he faced were.

As an entrepreneur without the coding skills to overcome these challenges himself, he turned to the DevSquad.


Firstly, we helped Thom make the all important decision about which features to build first. We did this through customer validation techniques, including participating with Thom at industry events to gather data from prospective users. Once the feature priority list was determined, we implemented a SCRUM development approach to build these features quickly. 

And to ensure the product met all financial regulations, we implemented a rigorous security framework, ensuring all financial data inside the software was protected through sophisticated encryption. 

In the end, we built a new SaaS product that helps financial advisors gather information from many sources in a single app, and displays that information so they can make smarter decisions faster.

what we provided

Startup MVP development