Case Study: Quadrant Private Capital streamlines client portfolio collaboration with Tanooki Labs

Quadrant Private Capital brings financial projections into a cloud dashboard with Tanooki Labs

Tanooki Labs partnered with Quadrant Private Capital, a financial services firm, to address their challenge of managing complex portfolio data and projections within cumbersome spreadsheets. The client needed a better way for their advisors and clients to understand performance and explore future allocations, in addition to improving their system for handling documents and repeatable tasks.

The solution implemented by Tanooki Labs was a custom-built, secure client portal using Ruby on Rails. This web-based platform moved financial projections out of Excel and integrated with Quadrant’s existing Tamarac system, creating a shared dashboard for collaboration. As a result, Quadrant Private Capital achieved a more connected and consistent client experience, with portfolio information, projections, and operational tasks unified into a single platform that the team could continue to develop.

Quadrant Private Capital