Work with us
We're a small team shipping a big product. When a research shop needs custom screens, data wiring, or team onboarding, we do that work ourselves — not through a partner directory.
Implementation
Need a rollout?
We handle it.
Enterprise and research teams bring us in when they want screens built, data feeds wired, watchlists migrated, and advisors trained — without hiring a separate systems integrator.
- Discovery and data checks — universe coverage, valuation artifacts, and compliance constraints.
- Build and integrate — custom screen templates, export pipelines, and workspace configuration.
- Train and hand off — live sessions with your team, then you run it day to day.
1/3
From teams we've onboarded
We didn't want a systems integrator learning our stack on our dime. DollarFlow scoped the RIA rollout themselves — screens, True Price review flow, and advisor training in three weeks.
The same engineers who ship the nightly pipeline wired our export jobs and sector templates. When something broke before the open, we talked to the people who actually built it.
FROST methodology had to be explainable to subscribers. DollarFlow's team walked us through the spec, built the white-label screens, and stayed on for the first month of support calls.
Ready to work with the team?
Most teams start on Explorer and self-serve. When you want us in the room for a structured rollout, tell us what you're building and we'll scope it together.