A custom strategic advisory platform built for a college counseling firm. Replaced a patchwork of spreadsheets, calendars, and email threads with a single source of truth for client families, students, tasks, timelines, billing, and milestones.
Vantage is a custom strategic advisory platform we built for a college counseling firm. The firm was running its entire operation across spreadsheets, shared calendars, and email threads — a system that worked when they had a handful of clients and broke down completely as they scaled.
The platform manages client families, students, tasks, timelines, meeting notes, billing, and milestones — all in one place. Every feature was designed around the firm's actual workflows, not a generic project management model that required constant workarounds.
What It ManagesTracks client families and individual students separately, with their own profiles, notes, and task lists tied to each relationship.
Student tasks and parent tasks handled separately — deadlines, owners, and status tracked without mixing the two audiences.
Application deadlines, scholarships, campus visits, and test dates in a single timeline view so nothing falls through on a student's critical path.
Invoicing, document templates, and engagement logs built into the platform — no jumping to a separate billing tool mid-workflow.
“I used to start every Monday morning digging through three different spreadsheets just to figure out where each student stood. Now I open Vantage and it’s all there — tasks, timelines, notes, billing. I honestly don’t know how I ran this practice without it. It’s not just easier, it’s completely changed how I show up for my families.”Kerri B.
The firm's team are expert advisors, not power users. Every screen had to be immediately legible to someone who didn't want to think about software — they wanted to think about students. We stripped every abstraction that didn't serve the work and built a UI that feels like a well-organized desk, not a dashboard.
We build custom platforms that fit your actual workflows — not the other way around.