Delivering a simple, flexible platform for tech-savvy investors
Located in the heart of Silicon Valley, Three Bell has demonstrated experience providing comprehensive financial advice to technology entrepreneurs and executives. “These investors experience a zero-to-sixty moment when suddenly they reach a place where they have to plan for their financial future very differently than they did the day before,” says Porter. The team at Three Bell aspires to provide clients with clean, user-friendly, comprehensive reporting that meets the client where they are and grows with them.
“Our mission is to take all the personal finance variables out of the equation for entrepreneurs so they can focus on getting their game-changing products and services to market even faster,” said Porter. To do that, the advisors at Three Bell need to feel confident in their technology suite so they can focus on cultivating meaningful relationships with their clients.
"It’s not just that we want things to look and feel a certain way, it’s that it actually helps clients better understand and evaluate their investments, and ultimately make better decisions."
When considering the client experience and delivering comprehensive reporting, including alternatives, Three Bell faced the challenge of finding a technology partner that could deliver customizable solutions that cater to tech-savvy and ambitious investors who are accustomed to instant access to information. It was critical for them to find a partner who is equally committed to delivering a high-touch, personalized experience.