Olive - Principal Protected Outcomes Investment Platform

Conducted market analysis on principal-protected investment products, studying investor appetite for equity exposure with downside protection. Identified gaps in existing offerings and validated demand for algorithmically optimized PPO portfolios. Business Goals: Confirm the viability and demand for customizable, principal-protected investment products. Technical Approach: Competitive analysis, user persona development, and financial product mapping. Duration: 3 weeks Deliverables: - Market & User Insights Report - Product Opportunity Assessment - Feature Prioritization Matrix

Designed the system architecture for portfolio construction and risk management. Created a modular backend to handle product simulation, compliance checks, and advisor-facing customization tools. Business Goals: Ensure the platform supports instant portfolio customization, strong compliance, and secure transactions. Technical Approach: Microservices-based backend, algorithmic optimization engine, PostgreSQL database schema design, advisor dashboard UI framework. Duration: 5 weeks Deliverables: - System Architecture Blueprint - Optimization Algorithm Framework - Compliance Workflow Design

Built the Olive web application with real-time portfolio modeling, risk-adjusted return projections, and transaction workflows. Integrated financial APIs and implemented advisor-client collaboration tools. Business Goals: Deliver a functional MVP with secure transactions, fast simulations, and advisor-friendly tools. Technical Approach: React + Next.js frontend, Node.js backend, PostgreSQL, API integrations for market data. Duration: 4 months Deliverables: - Live Web Application (Advisor Portal) - Portfolio Simulation Engine - API Integrations

Conducted extensive QA to ensure accuracy of financial projections, platform stability, and compliance with investment regulations. Business Goals: Guarantee reliability, security, and compliance before launch. Technical Approach: Automated test coverage, manual UAT, security penetration testing, financial calculation validation. Duration: 6 weeks Deliverables: - QA & Security Audit Reports - Compliance Verification Checklist - Resolved Bug Logs

Released Olive to selected advisory firms, implemented performance monitoring, and began continuous feature improvements based on advisor feedback. Business Goals: Drive adoption among financial advisors and expand PPO product offerings. Technical Approach: Cloud-based deployment, analytics dashboards, roadmap prioritization from live feedback. Duration: 2 months Deliverables: - Public Launch - User Growth & Engagement Reports - Feature Roadmap Updates