The problem
Advisors build useful calculators, checklists, workflows, and small apps, but much of that work stays trapped inside individual firms.
The advisor ecosystem has a long tail of practical tools that could help other firms, but discovery, distribution, review, pricing, support, and trust are all hard to solve without a real platform model.
What I designed / built
- A marketplace model for advisor-built planning tools and workflow apps.
- Creator workflows for app submission, review, packaging, and monetization.
- Listing patterns that make use case, audience, pricing, and operational risk easier to understand.
- Review and eligibility concepts for keeping shared tools useful, safe, and understandable.
- Discovery patterns for advisors looking for practical tools rather than generic software.
My role
- Marketplace strategy and product architecture.
- Advisor workflow research and positioning.
- Creator, buyer, and review-flow design.
- SaaS packaging, pricing, and platform experimentation.
Screenshots or artifacts
Marketplace homepage
Positioning for advisors who want practical planning tools, not a generic app store.
App listing flow
Use case, audience, pricing, risk notes, and implementation detail made scannable.
Creator studio
Workflow concepts for packaging advisor-built tools into shareable software.
Review model
Eligibility, safety, and quality checks before a tool becomes discoverable.
What it demonstrates
- Marketplace thinking in a specialized professional-services domain.
- Product architecture for multi-sided advisor technology platforms.
- Ability to translate internal workflows into packaged, reusable products.
- SaaS pricing, creator incentives, discovery, and review-system design.
- Honest product experimentation around a concept that is still being built.
Discuss similar work
If you are exploring a marketplace, creator platform, advisor tool ecosystem, or internal-app distribution model, this is the kind of product strategy work I can help with.