I am a partner and project manager at WealthSite, a company that provides a software solution platform for wealth advisors. The company was founded in 2006 and we have a niche market serving a very specific segment within the wealth management industry. We set ourselves apart from our competitors through our customization approach by building specific functionality to meet our clients’ needs.
We hired asap about 8 or 9 years ago to as the primary developers for our solution. We wanted someone to be able to provide clients with customized solutions in a short span of time, which is part of what sets us apart from the competition.
In addition to new functionalities, asap also takes care of upgrading our app for changes in our technology platform and solving any possible AWS environment issues by configuring it and keeping it current. We actually reinvented ourselves three years ago and built a new AWS-based solution —we migrated a legacy app that we had— so we now have a very modern tech stack that has helped us find new opportunities.
As for the team, I usually run point as project manager and work closely with a lead developer (Fabricio) with whom we have a good working relationship. If necessary, more developers come on board and, on occasion, we’ve also required the help of a tester and a UI designer. We use planning software (Trello) for the lifecycle of the development process —features, functionalities, bugs and the like. We also rely heavily on Skype for communication; we have calls twice a day and message back and forth several times in between.
What do you like most about the company?
They are as talented and capable in their field as any other company we’ve worked with within the States. They have a friendly, committed and well-grounded team. We have a solid relationship, and we really enjoy working with them. Furthermore, they’ve gone above and beyond for us, including staying after hours to resolve a specific issue. To us, asap is actually an extension of our business, a critical piece of who we are.
What they should improve on?
Not really, we touch base often to improve our process and make adjustments based on feedback. It would be nice for them to be more proactive in some cases, but that’s sort of understandable as, in our case, they devote themselves solely to development and are not in charge of project management. Truth is, it is highly unusual to find such a good long-term relationship with a third-party development team.