Case Study: Commonwealth Financial Network achieves greater project efficiency and transparency with Quickbase

Commonwealth Financial Network Boosts Project Efficiency and Transparency with Intuit QuickBase

Commonwealth Financial Network, a large privately held independent broker/dealer supporting 1,500 financial advisors and nearly $90B in client assets, faced growing complexity in its technology portfolio. Its Business Systems team was running hundreds of concurrent projects but relied on spreadsheets and email, creating poor visibility, no central repository, slow reporting, and off-the-shelf tools that couldn’t match its unique processes.

Commonwealth implemented a customized Intuit QuickBase project-portfolio app and formalized a PMO, giving teams a central, web-accessible repository with role-based dashboards, automated notifications, and flexible workflows. The result: faster reporting, improved transparency and efficiency, easy access from any device, and effective management of 600+ projects with hundreds of active users—delivering measurable time and cost savings.

Commonwealth Financial Network

Darren Tedesco

Managing Partner, Commonwealth Financial Network