Client & Consumer Software · Asset management
Harvest ETFs
Investor platform and reporting systems
Harvest needed its public investor experience and internal reporting operation to move together as funds, product information, and operating requirements changed.
The situation
Harvest's public investor experience and internal reporting operation served the same growing product set, but each had different users, workflows, and delivery pressures. Investors and advisors needed clear, current information when researching funds, while internal teams needed dependable reporting processes behind that public experience.
If the two environments changed independently, public product information and internal reporting could fall out of sync. A fund update might reach investors without the corresponding reporting change, or an internal requirement might be implemented without considering its effect on advisors and investors. Harvest needed one delivery model that could trace a change across both sides of the operation.
The mandate
Keep the public investor platform and internal reporting stack aligned as products and operating requirements changed, treating them as one operating system rather than two separate projects.
Operating constraints
- Public product information had to remain accurate for investors.
- Internal reporting had to continue on its established cadence.
- The platform needed to accommodate an evolving product set.
- Public and internal changes needed one accountable operating rhythm.
What 0.5 Labs did
0.5 Labs treated the investor platform and reporting infrastructure as connected parts of one product and operating system. The engagement brought public product information, investor-facing tools, and the reporting work behind them into a shared delivery model.
The shared model connected each public update to its reporting implications and each internal requirement to the investor experience. Teams could assess a product change once, understand where it would surface, and coordinate the public and internal work around the same release. That approach supported reporting accuracy without making the fund-research experience more complicated for investors.
What changed
Product changes can now move through the public experience and reporting systems together. Investors and advisors see current information, while internal teams have one process for checking how a change affects reporting, content, and the investor journey. The platform can evolve without reopening the divide between the client experience and the work behind it.
Relevant practices
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