FutureAdvisor is a practice management platform for Financial Advisors
Reached 100 B2C clients
Started working on a Do-it-yourself B2C product.
Private Beta of DIY product - FutureWise
Pivoted from B2C to B2B with product titled FutureAdvisor
Got the first 25 clients in B2B product - FutureAdvisor
DSP BlackRock MF launches an initiative to offer FutureAdvisor to its advisors.