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How is it to be our client?
Our clients deserve the best, and we are always by their side to help them get it. To trust and be trusted, to promise and to deliver—that’s how we live and that’s how we work.

CRM - A modern CRM built to think like an advisor, it works to optimize everything you do to service clients and grow your business. Spend less time managing data and more time caring for clients.
Portfolio Management - A wealth management platform that equips an advisor to run their day more effectively with personalized performance reporting, customizable fee billing and simple rebalancing tools.
Other Services - Digital Onboarding, Client Portal, Planning + Investing Tools, Business Intelligence

How INSART helps
- Re-architected financial data-processing services (performance calculation, reporting, financial goal-based planning and fee-billing, etc.)
- Added multiple third-party integrations (custodian integration with Schwab, Pershing, Fidelity, TD Ameritrade; investment data and analytics; trading and rebalancing services, etc.)
- Established DevOps and CI/CD processes (including on-duty support for critical production issues resolution)
- Our effective people management and a thorough understanding of and caring about the client’s goals is what AdvisorEngine values most in our partnership.
Testimonials

SalsaLabs
Fintech, Nonprofits, Fundraising, Advocacy & Marketing Platform, CRM
Strong together for the greater good: Salsa empowers nonprofits with advanced software for fundraising. By providing solutions that allow people to connect and share, the company supported 3,000 nonprofit organizations and 10,000 nonprofit professionals on their mission to make the world a better and safer place to live.
Location: Bethesda, Pittsburgh, Rochester & Austin, USA

How INSART helps
- Enhanced payment processing integrations and added additional capabilities to fundraising features, including reporting and insights, fraud detection, black and white listing, bulk email sending, etc.
- Took part in SaaS platform development, including shift to the microservices architecture, code refactoring and building data warehouse with customized ETL process.
- Implemented peak load and data management with regular monitoring and database analysis, extreme peak high load control, disaster recovery solution, data and schema updates review process, and queries optimization process.
Testimonials

SnappyKraken
Marketing Automation, Financial Advisement
Not a giant monster from tales: the company offers an automated marketing platform that works wonders on communications and helps turn leads into customers in a snap. To make every client stand out from the market competition—that’s Snappy Kraken’s approach, and this approach converts.
Location: Florida, USA

How INSART helps
- Integration solution development for the Snappy Kraken legacy app.
- Assistance in the development of a brand-new version of the Snappy Kraken app.
- The application of Business Analysis, Discovery and Implementation for Enterprise Clients requests.
Testimonials

LeadSpace
Fintech, Financial Services
For those who struggle to get a full view of their customers and prospects, Leadspace has a multifaceted platform that streamlines sales, marketing, and mergers and acquisitions. See the full list of services on Leadspace’s website.
Location: San Francisco, USA

How INSART helps
- Developed a new version of the app (front end + back end); this was a trigger for getting new clients.
- Scaled engineering capacity; we grew the team of one developer to five within a year.
Testimonials

Mirador
Wealthtech, Managed Service Partner
Mirador places technology at the service of wealth. A perfect mix of data science and deep expertise in financial matters is at the core of the company’s services for families and family offices, wealth managers, endowments and foundations.
Locations:
USA: Stamford, CT (HQ), Chicago, IL, Jacksonville, FL, Salt Lake City, UT
UK: Edinburgh, Scotland

Mirador’s clients get insightful and real-time portfolio performance reports. A clear picture makes evident the current opportunities and risks.
How INSART helps
- Systematized the development process: provided a release calendar, established code review process.
- Brought in commitment and new ideas.
- Assisted in optimizing the budget for software development.
Testimonials

FutureBricks
Lendtech, Alternative Loans, Re-financing, Real Estate & Mortgages
This peer-to-peer lending platform literally builds the future by helping small and medium sized housebuilders find corporate and institutional lenders. The history of FutureBricks is “a testament to the power of strategic innovation.
Location: London, UK

Investors get a personal E-wallet and can contribute starting with the minimum of £5,000. To provide a secure investment, FutureBricks identifies eligible projects by conducting a unique risk assessment process.
How INSART helps
- Providing business analysis to identify the required software functionality and prevent the client from incurring extra expenses.
- Creating a strong software development team that would be effective working remotely: a front-end developer, a back-end developer, two QAs, a tech architect, and PM.
- Developing the platform from scratch with sufficient initial functionality to launch the service to market.