CLIENT SUCCESS:  

ADVISOR 360

Advisor 360


Commonwealth Financial Network is one of the nation’s leading Wealth Advisors.  Yoh Fintech Services was instrumental in providing high quality resources to support their building of their new internal operations, portfolio reporting and client facing portal.  CFN has won many awards for their systems and experienced incredible growth since implementing the platform.  In late 2017, CFN made a decision to spin their technology out to the commercial market and formed Advisor 360. The product launched in 2020,  and they have already won multiple contracts with major financial institutions.

 

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A 360 needed to take a sophisticated system that was built for a single user and turn it into a commercial multi-tenant product while it was still being used by CFN.  They created a new Fintech Startup Company, a new infrastructure, operations and development teams to build out the product.  They needed to expand their team with resources that understood how to build a commercial Fintech product. 

A360 turned to Yoh Fintech Services to provide the resources needed to help build out their product because of Yoh’s proven track record of providing resources that are intimate knowledge of the Wealth and Advisor business.  They knew the quality that Yoh’s Fintech team can provide and tasked us to scale a team of 20 resources.  Yoh successfully put a high quality team together, on-boarded them and had them functional ahead of A360's required timeline.  We additionally provided expertise and guidance on how A360 needed to organize and structure their product teams for optimal performance. 

 

Yoh Fintech Services:

Yoh Fintech Services is a specialty Fintech Consulting group that offers Specialized Technical and Business staffing solutions, and Technology Consulting services.  Our clients include Fintech startups and scale-ups in the Digital Banking, Global Payments, Lending, Wealth/Investing, Embedded Finance, Fintech Infrastructure, and related Fintech sectors.