Case study
A portal that streamlines portfolio analysis for investors.
Quadrant Private Capital Solutions wanted to evolve its brand and client experience through greater flexibility and transparency. The team needed a way for clients to understand portfolio performance, model scenarios in real time, and collaborate on future allocations.
Tanooki created a secure Ruby on Rails portal that integrates with Quadrant’s Tamarac platform. It moved financial calculations and projections from Excel into the cloud, gave clients a dashboard for investment visibility, and automated repeatable internal work such as document handling and record retention.
The resulting proprietary solution streamlined information for clients and employees. Tanooki also re-envisioned Quadrant’s logo, branding, and digital assets, redesigning its website as an informational gateway and client-acquisition channel.
While we’re unable to share a direct quote from Quadrant at this time, the Quadrant team has consistently praised the improved user experience for both their clients and internal staff. They’ve noted that the new portal “streamlines portfolio analysis and drives higher-value conversations with investors.”