“When these guys need something, whether it be a feature of our API, or some sort of flow that we don’t already have, or a particular feature like fractional shares, we’re working with those guys to figure out how […] that solution fit[s] into what we’re trying to offer as a whole.”
Jason says they don’t want to customize the product for just one customer; they aim to satisfy the needs of all customers by finding good solutions within Tradier’s product offering.
“It would have been easy to just build them a custom API, but instead, we figure[d] out a really nice solution that any of our customers [can] use.”
For continuous integration, they use Travis. Also, they release some of their products at least once a week, although they limit changes so as not to harm their partners. New features can take time—even months—to release.
“Some of these things you just can’t test in a sandbox. That’s why we release a lot and test a lot internally.”
For those who want to become more technically involved, but don’t want to talk to someone about a contract, there’s a developer sandbox solution that offers a market data product and a couple other features. Partners who have signed a contract with Tradier can get a deeper demo:
“If they want to [they can] test real trades going through, and things like that, [as] we’re offering a fully emulated sandbox environment that replicates our production environment.”
The support team, Jason says, is also worth mentioning. Customers have lots of integration-type questions, so the team gets back to them as quickly as possible.
“I think our average timeline right now is less than 20 hours for all tickets, so most of our tickets or most of our questions get resolved within 24 hours.”
Plans and challenges on the horizon
Jason states that Tradier is partnering with Evati Advisory Services, which is looking to offer goal-based investing, similar to Betterment. In addition, the company is working with an advisor in Dubai called Sarwa. This partnership, Jason predicts, will help them to grow internationally.