How Invesco Enriches the Advisor-Client Experience with advisorDUO™
Spring 2017 - Fall 2018
Invesco is an independent investment management firm with an innovative and client-centric approach. Their goal was to help their partner dealerships switch from manually onboarding new investors to using a digital tool with an easy-to-understand interface. In an effort to establish their organization as an industry leader, they partnered with Rangle to build this modern digital solution.
advisorDUO™ is a white-label application for the wealth management industry. It makes onboarding new investors a simple process for investment representatives, who can focus their time on building client relationships instead of filling out paperwork. Keeping the solution white label allows partner investment dealerships to use their own branding. Centralizing the codebase made updating the app simple for Invesco developers.
The Rangle-Invesco team built each element of the app with a component library. This allowed for a cohesive experience both in building and consuming the app, easy to brand as needed for Invesco partners. The library was also built with accessibility best practices in place to ensure a wide audience could easily use the app.
With a white label application, Invesco is able to uniquely configure advisorDUO™ for each dealership. The brandable component library allows also for scaling the product while maintaining consistency and reducing the likelihood of technical debt. Finally, with training in Agile practices, their team can deliver new iterations quickly and without sacrificing quality.