A web app to efficiently track investment funds
The web app allows investment fund managers to track contributions, fund performance, and analyze vast amounts of data efficiently.
Timeline
From product outline to Hi-Fi designs in 2 weeks.
Background
The bank needed a tool for fund managers to easily track and manage extensive investment data in a clear, actionable format.
Starting off rough.
The design process usually doesn't look very pretty from the start, but that what helps you to solve problems quickly.
By getting screens and prototypes out early, you can get basics in the hands of users and improve designs lighting fast.
I used a data-driven approach to streamline the layout and information architecture, ensuring efficient data display and retrieval.
Research & Planning
Research focused on understanding the specific data fund managers prioritize and how they interact with large datasets.
Wireframing
Low-fidelity wireframes were created to explore various ways to organize and present large datasets in a visually digestible way.
The app efficiently displays massive amounts of investment data, with customizable views and easy-to-understand analytics.
Data overload
The app handles significant volumes of data, but categorizes and presents it in a way that remains intuitive and organized.
Quick Results
Users can access key performance metrics and detailed fund data at a glance, speeding up decision-making processes.
Personalization
Fund managers can customize dashboards to display the most relevant data, tailored to their specific needs
The app improved data visibility, allowing fund managers to track performance more effectively.
Increased Efficiency
The streamlined data display could lead to increase in productivity for fund managers, saving time and reducing errors.
Positive Management Feedback
Management praised the app for significantly enhancing data clarity and enabling better-informed investment decisions, leading to overall operational improvements