Our work/Invesco

Invesco

Industry
Investment management
Headquarters
Atlanta, Georgia
Services
Angular development, team enablement, component library

Project overview section

Project overview section

How Invesco Enriches the Advisor-Client Experience with advisorDUO™

How Invesco Enriches the Advisor-Client Experience with advisorDUO™

The challenge

Invesco’s goal is to improve the advisor-client experience through an easy-to-use digital interface, and allow dealerships to take their manual investor onboarding practice into a new digital era. advisorDUO™ is a white-label solution for the wealth management industry.

The process

Rangle set up regular knowledge sharing sessions, pair programming, and other methods to skillshare with the Invesco development team, while leading front-end development on an MVP of advisorDUO™ in an agile approach.

The outcome

A core group of dealerships began using a tailored white-label solution of advisorDUO™. Invesco invited Rangle to take on an expanded role in their contribution to the product by adding more design, product management, quality assurance and agile leadership talent.

Angular development image

Angular development image

Optimizing the Advisor-Client Experience

Aligning with the organization’s goal of enabling investment advisors to provide premium wealth management services to clients, Invesco chose to create advisorDUO™. Armed with the ambitious goal of optimizing the advisor-client experience by moving to digital advice through an easy-to-use digital interface, Invesco sought the right partner to enable the development of advisorDUO™.

Optimizing the Advisor-Client Experience

Aligning with the organization’s goal of enabling investment advisors to provide premium wealth management services to clients, Invesco chose to create advisorDUO™. Armed with the ambitious goal of optimizing the advisor-client experience by moving to digital advice through an easy-to-use digital interface, Invesco sought the right partner to enable the development of advisorDUO™.

Working with Rangle means that we were able to launch advisorDUO™ successfully. At the same time, our own team also upskilled in Lean/Agile practices along with front-end development in Angular.

Stephen Webb, Director of Digital Platforms & Tools, Invesco

Angular software migration images

Angular software migration images

Choosing the Right Tech Stack

Invesco knew early on that they would build advisorDUO™ using a modern Javascript technology stack. They chose to partner with Rangle to select the optimal framework. Based on team skill sets and project requirements, advisorDUO™ was built using Angular, and Rangle assisted with training the Invesco team on the framework. Working together, Rangle and Invesco adhered to a rapid delivery model and released an MVP, which then extended into a fully compliant investment onboarding product.

Choosing the Right Tech Stack

Invesco knew early on that they would build advisorDUO™ using a modern Javascript technology stack. They chose to partner with Rangle to select the optimal framework. Based on team skill sets and project requirements, advisorDUO™ was built using Angular, and Rangle assisted with training the Invesco team on the framework. Working together, Rangle and Invesco adhered to a rapid delivery model and released an MVP, which then extended into a fully compliant investment onboarding product.

Rather than building multiple apps with separate codebases, we worked with Rangle to build a single white-label solution. It’s brandable for different dealerships, but easy for our own team to maintain.

Stephen Webb, Director of Digital Platforms & Tools, Invesco

Leveraging a Component Library for a Brandable Application

Early on, it was established that advisorDUO™ would be a white-label application, uniquely configured for each dealership. By building a themable component library, Invesco can scale the application and deliver new iterations quickly and without sacrificing quality. Maintenance is streamlined thanks to the single, brandable codebase, rather than multiple repositories. Each element within the component library is built with accessibility best practices in place.

Leveraging a Component Library for a Brandable Application

Early on, it was established that advisorDUO™ would be a white-label application, uniquely configured for each dealership. By building a themable component library, Invesco can scale the application and deliver new iterations quickly and without sacrificing quality. Maintenance is streamlined thanks to the single, brandable codebase, rather than multiple repositories. Each element within the component library is built with accessibility best practices in place.

About Invesco

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Refusing to settle for the status quo, Invesco credits their client-centric approach, relentless curiosity, and focus on innovation as establishing the organization as an industry leader.

About Invesco

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Refusing to settle for the status quo, Invesco credits their client-centric approach, relentless curiosity, and focus on innovation as establishing the organization as an industry leader.