Case Study: The Appleton Group achieves real-time, customizable buy/sell recommendations with Xignite

RIA App Provides Buy/Sell Recommendations

The Appleton Group, an independent Registered Investment Advisor in Appleton, WI, provides risk‑managed growth and retirement portfolios but found available research costly, opaque, and too generic. To deliver transparent, price‑focused intelligence that handles diverse security types and lets users add tickers on‑the‑fly, they developed clearTREND®, a desktop and mobile research app tailored to real‑time price action and timing.

Built on Microsoft Azure and powered by Xignite market‑data APIs, clearTREND® pulls daily closes for roughly 60,000 securities via XML to drive proprietary trend analysis and buy/sell recommendations. Since launch the app has helped grow AUM from $132M to $148M, raised prospect‑to‑client conversion to 75%, expanded market coverage and product offerings, and positioned Appleton to monetize clearTREND® as an enterprise product for other advisors.

The Appleton Group

Mark Scheffler

Founder And Senior Portfolio Manager