Product Feature / Alerts / Portfolio
Market Alerts & Portfolio Signal System
Helped structure a market-alert workflow connecting CSV asset shelves, portfolio data, and investor profile logic into ongoing advisor signals.
Status
Prototype
- Role
- Product & Content Lead
- Timeline
- January 2025 - Present
- Company
- Finliti
- Scope
- External / Feature prototype
- Audience
- Advisors
- Industry
- Fintech / WealthTech
- Users / Audience
- Advisors
- Team collaborators
- CEO, CTO, Developer
- Tools / Platforms
- Portfolio data, Market alerts, Investor profile logic
- Scope level
- External / Feature prototype
Start
Start
Product previously focused on static reports with limited ongoing value.
Goal
Goal
Create ongoing advisor utility through profile-aware alerts tied to client portfolios and firm product shelves.
Role
- Feature concept and structure
- Workflow clarity
- User value definition
Scope
- Portfolio shelf upload logic
- Alert system tied to uploaded assets and tickers
- Risk and profile-based signal categorization
- Advisor-facing structure for alerts and insights
Team
- CEO
- CTO
- Developer
Skills Used
Product strategy, Feature planning, Workflow design, Information architecture
- Product strategy
- Feature planning
- Workflow design
- Information architecture
Outcome
- Shifted product toward ongoing engagement vs one-time reports
- Added continuous advisor utility
- Connected uploaded portfolio shelves to profile-aware alert logic
- Input model
- CSV portfolio shelves
- Signal base
- Portfolio + profile logic
- Stage
- Prototype / live workflow
Resume
Versions
Short resume version
Helped structure a market-alert workflow connecting portfolio data and investor profile logic into ongoing advisor signals.
Long resume version
Owned the feature concept, workflow structure, and user value definition for a product layer where firms can upload product shelves via CSV, map assets into categories, and generate profile-aware market alerts and advisor-facing signals.
Key skills / ATS keywords
- Product Feature / Alerts / Portfolio
- Market alerts
- Portfolio workflow
- Feature planning
- Advisor utility
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