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.