Addepar was prioritizing their white-label mobile app due to an increasing demand from advisory firms' clients who were in need of more convenient access to their portfolios.

At the time, financial advisors relied on email and physical mail to communicate portfolio details to their clients, which was an outdated approach. There was a clear need for a modern solution that would provide investors with easier and more convenient access to their portfolios.

I developed a product vision for this mobile app that included key features advisory firms were asking for, which were identified through extensive research I conducted. The final result successfully generated interest and excitement among customers and helped align stakeholders with our product goals.