Disrupting the investment sector
Partner story – Fundpath
A SaaS platform that uses Ai and collective data to make the fund buying process more effective.
Fundpath is disrupting the investment sector by facilitating a change in how wealth and asset managers connect. Athlon was appointed to help create a simple solution to a common problem.
We created a mobile app and platform that facilitates mutually beneficial exchanges of information, and provides unparalleled market insight.
User-first UX and innovative technical development.
How we started
Working with the Founder team we started by defining a clear product strategy. We aligned the product vision, target audience, MVP product experience and technology roadmap.
We worked with Fundpath to plan how the product would be operationalised and monetised to deliver tiered value to subscribers.
Taking inspiration from popular lifestyle apps, we designed this B2B app to feel familiar to subscribers. Unlike many competitor CRMs, our focus was on ease of navigation and daily tasks to increase user adoption.
To improve efficiency, we utilised APIs to aggregate real-time data and automation to streamline processes.
“Many people talk of technology partnerships, in Athlon we found that was not merely rhetoric but the reality.”
— Jamie Hinchliffe, CEO, Fundpath
Launching the product
We worked collaboratively with the Founding team throughout, delivering a SaaS product that is improving the way in which investment professionals communicate with each other and gain market insight.
The wider product ecosystem includes an administrator portal, desktop app and client onboarding environment.
Within 12 months of launch Fundpath has been adopted by numerous wealth management organisations.
“Working with Athlon has been an extraordinarily productive and rewarding experience.
They helped us realise our product vision and augmented our thinking every step of the way.
Not only did they deliver technically above expectations but played a key role in ensuring our own thinking evolved in a better direction.
I have no hesitation in recommending the Athlon team to any size of business.”
— Tom Porter, Chief Technology Officer, Fundpath
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