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
- Product type
- Product Feature / Alerts / Portfolio
- Users / Audience
- Advisors
- Team
- CEO, CTO, Developer
- Tools / Platforms
- Portfolio data, Market alerts, Investor profile logic
- Scope
- External / Feature prototype
Interface Mockups
App screens and polished device views for this case study.
A focused set of product screens showing the core workflow surfaces behind this case study.
Desktop
Problem
What needed to work better in the product
Product previously focused on static reports with limited ongoing value.
Goal
What the work was trying to improve
Create ongoing advisor utility through profile-aware alerts tied to client portfolios and firm product shelves.
Responsibilities
What I owned across product, UX, and delivery.
- Feature concept and structure
- Workflow clarity
- User value definition
Skills in play
- Product strategy
- Feature planning
- Workflow design
- Information architecture
Solution
Product surfaces, flows, and output that moved the work forward.
- 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
Impact
What changed for the product or the people using it.
- 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
Related Projects
Systems Integration / CRM
CRM Behavioral Profile Integration
Defined how behavioral profile data should move into CRM and Pulse workflows so advisors could use client personality insights inside day-to-day practice.
Product Build / Dashboard / UX
Advisor Dashboard & Platform Expansion
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.