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DirectAdvice recognizes the importance of your institution's unique business strategy, marketing
objectives, products and branding. As we have for all of our clients, we can customize our
solution to meet your specific requirements in each of these areas.
We have created proprietary development tools that allow your Financial Advisors and business
analysts to customize the planning and advice functionality with minimal technology support. In
fact, the technology is so efficient that customization can be accomplished directly by business
analysts, without the intervention of software engineers. For example, our rules-based tools, the
Content Development Tool (CDT) and the Interview Development Tool (IDT), enable
non-technical business analysts to mandate the rules and advice that will apply under specific
conditions.
A Simplified Customization Process
Simple product customization includes advice content, branding, account access and user
interface modifications. Major platform projects may include database modeling and integration,
implementation of new financial modeling modules and completely customized Web interfaces.
We also will tailor financial models to reflect the particular tax and regulatory structures in foreign
markets.
When customizing our service to your requirements, we divide each project into five phases:
Discovery, Specification, Build, Accept and Deploy. These five phases are explained below:
| PHASE |
DELIVERABLE |
| Discovery |
Initial Project Definition |
| Specification |
Detailed Project Specifications |
| Build |
Fully Developed and Unit Tested Customized System |
| Acceptance |
Quality Assurance and Partner Acceptance |
| Deployment |
Final Project Launch and Signoff |
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