This B2B brokerage startup created a cobrandable "brokerage in a box" for banks, mutual funds and financial sites. They wanted a product that would differentiate them from existing B2C offerings, and reinforce the company's emphasis on guiding the novice investor towards responsible investment decisions.
We created ProView, a "tear-sheet"-style product that allows experienced investors and novices alike to get an instant snapshot of a stock's financial health, at a degree of information depth matching the user's comfort level and expertise. ProView's centerpiece is a proprietary stock rating model employing visual gauges and jargon-free language, as opposed to the usual financial-site infoglut.
ProView became a key selling point in InstiPro's business development efforts.