In late 2017, Yoh partnered with Commonwealth Financial Network (CFN), one of the nation’s leading Wealth Advisors, to support the development of Advisor360 (A360). The initiative required high-quality resources to build A360’s internal operations, portfolio reporting tools, and client-facing portals. The collaboration’s early success not only earned CFN prestigious awards but also drove remarkable business growth.
Riding this momentum, CFN spun off their proprietary technology into the commercial market, launching Advisor360 as a standalone Fintech startup in 2020. This transition posed a significant challenge: evolving A360’s single-user system into a robust, multi-tenant commercial product while maintaining seamless operations for CFN.
Yoh’s Professional Consulting Services played a pivotal role in Advisor360’s transformation into a competitive Fintech leader. Leveraging our expertise in resource deployment and project structuring, Yoh delivered:
- Strategic Resource Deployment: Yoh quickly assembled and onboarded a team of 20 highly skilled time-and-materials (T&M) consultants with deep domain knowledge in the Wealth and Advisor business. This team was fully operational ahead of schedule, ensuring minimal disruption to ongoing operations.
- Statement of Work (SOW) Expertise: Yoh provided end-to-end support, from defining project scopes to delivering resources critical for transitioning to a scalable, multi-tenant platform.
- Organizational Guidance: Beyond staffing, Yoh offered expert guidance to help A360 structure and organize their product teams for maximum efficiency and innovation.
