We also wrote a technical specification for the portal and guided an RFP process with the world’s ten top vendors, providing a quantitative and qualitative measurement document and decision making rubric. After a vendor was chosen, the technical specifications were updated to fit the vendors’ API ecology. After one year, the client decided to change vendors, and The Power Point, LLC migrated the conditional logic, demonstration portfolios, testing databases, and configurations to a different white-label funding portal provider.

The Power Point also provided art direction and developed an identity kit, and designed the brand and website. The non-investment portion of the website was hosted on our AWS-backed host, and The Power Point produced and managed web development using WordPress, Divi Framework, and Formidable Forms. For the investment portion of the portal, The Power Point acted as a system administrator and platform integrator. Over 10 major 3rd party API connections were configured, tested, and deployed including international escrow, know your customer (KYC) and anti-money laundering (AML) with separate vendors. Currently, the funding portal is awaiting FINRA/SEC compliance verification and registration. The site remains in demonstration status until the clients’ further notice.