Case Study: Freeman Capital achieves a unified client experience with Acklen Avenue

Freeman Capital launches a unified financial platform in 14 weeks with Acklen Avenue

Freeman Capital, a financial advisory firm focused on creating generational wealth for underserved communities, faced challenges with manual backend processes and a disjointed client experience reliant on multiple third-party tools. This limited their ability to scale and serve as a comprehensive "one-stop shop" for their clients. They partnered with software development vendor Acklen Avenue to build a unified digital solution.

Acklen Avenue delivered a working Minimum Viable Product in ten weeks, creating a unified and branded platform. This solution allowed Freeman Capital's clients to view a complete suite of financial metrics in one place, improving their experience and providing holistic financial insights. As a result, Freeman Capital now owns its client relationship and data, which enriches client insights and supports the company's valuation for a future capital raise. Acklen Avenue continues to work with them on maintenance and new feature development.

Freeman Capital