K2
Motomtech and K2 Business Group: Building a Smarter Platform for Financial Advisors
About K2
K2 Business Group is a specialized provider of comprehensive tax and financial services. Known for its personalized approach, the company works closely with clients to develop strategies that minimize tax liabilities and enhance overall wealth management. By combining technical expertise with tailored solutions, K2 Business Group has earned a reputation for reliability and professionalism in the financial sector. With a deep understanding of their clients’ needs, K2’s team offers end-to-end support, from tax planning and preparation to financial advisory services, ensuring every client achieves their goals efficiently and effectively.
Industry
Financial Technology
Service
Technology Department as a Service
What We Did
Product Conceptualization, Software Prototype, Web Application Development, Maintenance, Enhancement
Small Team
3 Full-Time Equivalents (Project Manager, Product Owner, Business Analyst, Quality Assurance, Technical Writer, DevOps, UX/UI Designer, 2 Developers)
Results
Since its launch, the K2 platform has delivered tangible benefits like
35%
streamlined client management processes
enhancing advisor efficiency and reducing administrative workload.
3x
improvement in task assignment and tracking
ensuring timely completion of key client-related activities.
60%
increase in secure document sharing and storage,
keeping important client information organized and easily accessible.
27%
reduction in communication delays
through integrated messaging tools and client activity feeds.
Challenge
K2 Business Group needed a secure, modern, and easy-to-use digital platform that could transform its traditional workflows into streamlined, digital-first processes. Their team of financial advisors relied heavily on manual operations for client onboarding, document handling, task assignments, and progress tracking. This not only slowed productivity but also introduced challenges in maintaining transparency and consistency across client accounts. K2 required a fully integrated system that would consolidate all these functionalities into one cohesive platform, accessible from desktop, mobile, and tablet.
Solution
Motomtech provided its Technology Department as a Service, embedding a complete digital product team within K2’s operations to lead the platform’s development from the ground up.
Phase 1
Conceptualization
Motomtech conducted in-depth interviews with K2’s stakeholders and operational staff to map workflows, identify inefficiencies, and align technical goals with business needs. They also analyzed the current infrastructure and benchmarked against other platforms in the market. These insights were captured in a detailed Software Blueprint, which laid out the system’s architecture and planned user journeys.
Phase 2
Software Prototype
During the Software Prototype phase, the design team created intuitive user flows and an interface tailored for financial advisors. Wireframes were developed into a clickable prototype that allowed K2’s leadership to interact with the new system early and offer input before full development began.
Phase 3
Implementation
Motomtech built a secure and scalable software architecture. The platform was developed with responsive access in mind, making it fully functional on desktop, mobile, and iPad devices. A robust DevOps infrastructure supported deployment and stability. The first version of the product, the Minimum Viable Product, was launched successfully.
Phase 4
Maintenance & Enhancement
After launch, Motomtech moved into the Maintenance & Enhancement phase, continuing to support the platform with new features from the product roadmap. Regular communication with advisors and internal users ensured that every enhancement addressed real operational needs, improving usability and performance.
Technology Stack
To ensure a high-performance, scalable, and secure solution, the K2 platform was built using:
Backend & Infrastructure
AWS Fargate Amazon S3 Amazon RDS Postgres Amazon VPC Elastic Load Balancing (ELB) Amazon Route 53 AWS IAM AWS KMS AWS WAF Amazon API Gateway AWS Lambda (if needed) Amazon SNS Amazon CloudWatch GitHub Amazon CloudFront Amazon ECR
Frontend
React
Testimonial
"Motomtech’s expertise in digital transformation has been instrumental in enhancing our platform’s capabilities. Their team’s dedication and innovative approach have significantly improved our operational efficiency and client satisfaction."
Dan Matheson,
Director and Founder, K2 Business Group
