Product Strategy · Brand Development
Quadrant Wealth — Bree Financial Modeling Platform
Dan led strategy, brand development, and UX design for Bree — a financial modeling platform that allows wealth managers to collaborate with clients on portfolio scenarios in real time. Bree is now the standard tool for all of Quadrant's advisors.
The Challenge
Quadrant's advisors needed a better way to help clients understand their portfolio performance and explore future scenarios together. The existing approach was static and one-directional. They wanted real-time scenario manipulation so advisors and clients could make decisions collaboratively — while also improving operational efficiency around document management and historical records.
Our Approach
Dan began by identifying the primary audience and creating a sub-brand identity — Bree — distinct enough to stand alone while connected to Quadrant's positioning. He established clear design rules, conducted a needs assessment with advisors, and facilitated prioritization exercises to determine which tools would have the greatest impact on internal workflows. The final design integrates legacy systems behind a clean, accessible interface that makes complex financial information easy to act on.
The Outcome
Bree has become the standard method for all of Quadrant's advisors to share financial modeling with their clients. The platform has been so well received that Quadrant is now exploring offering it as a SaaS product for other wealth advisory firms.