Management Portal Dev for ETF Advisory Platform

"We were extremely happy with the results." - Phil Bak

"Shrine Development provided and built on designs for a management platform... Shrine Development created a high-quality product. Their work was managed effectively through Basecamp. Communication was great. "
Overall Rating:

Phil Bak

CEO, Exponential ETFs

Exponential ETFs issues and manages exchange traded funds for asset managers through its sub-advisor service platform.

The Review

Project Details and Scope
[The goal was to] asses costs and build the wireframes to assist in capital raise.We established a game plan to build out our trading processes into a software which could be licensed to other firms. This included gathering of data from multiple sources and incorporating complicated trading processes.

[The project was] managed by Doug and Malissa at Shrine, and included a couple of other contractors from their end. Shrine built a roadmap, wireframes and hifi slides for what the finished project would look like, including costs and data integrations.

Project Outcome and Feedback
We were extremely happy with the results. They explained all of the options and variables, never tried to up-sell us but instead focused on guiding us in the right direction, and ultimately delivered the exact finished product that we were looking for, which allowed us to raise capital to finance the full build.

The project was managed through basecamp by Doug and Malissa at Shrine. We had regular meetings and real time updates through basecamp. Communication was excellent.

[Shrine was] easy to work with, honest and straightforward, and a clear emphasis on building long term relationships rather than short term billing.

No areas for improvement identified. I was extremely happy with this project and hope to work with Shrine again.

Project Summary
The Client

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