Investment Management Platform
Duration : ~6 months
Team : 2 UX designers, 1 Visual designer
Category : Fintech
Overview
Managing multiple investment portfolios was complex, fragmented, and time-consuming. Our goal was to create a unified, intuitive platform that simplifies portfolio management and provides real-time visibility for fund managers and analysts.
My role
Lead UX Designer
Responsible for Research, User Flows, Interaction Design, Visual Design
Team: 1 Business Analyst, 2 Designers
The challenge
Fund managers juggled multiple tools to track portfolios, leading to:
Disconnected investment data
High reliance on offline tools like Excel
Poor visibility into real-time portfolio performance
We needed to design a single source of truth for managing and monitoring portfolios.
Understanding the users
Primary Users:
✔️ Fund Managers
✔️ Analysts
Approach:
User interviews
Competitive analysis of similar platforms
Client stakeholder workshop
Key Insights
Fragmented tools caused reporting delays
Users needed customisable portfolio views
Risk visibility was a priority
Design goals
Create a unified, real-time investment view
Simplify complex data presentation
Support portfolio customisation and drill-downs
Improve task efficiency for daily operations
Design process
Following were the key steps that we took for implementation
1. User Flows & Information Architecture
Mapped ideal user flows focusing on:
Quick portfolio overview
Deep-dive into individual portfolios
Risk assessment shortcuts
2. Low-Fidelity Wireframes
Explored layout options prioritising:
Data clarity
Minimal cognitive load
Responsive design principles
3. High-Fidelity Designs
Clean, data-first UI with enterprise-grade consistency
Customisable portfolio widgets
Intuitive filtering and drill-down capabilities
4. Interactive Prototyping
Built Figma prototypes for stakeholder alignment
Conducted 2 feedback sessions leading to layout refinements
Outcome (Phase - 1)
Unified dashboard with real-time portfolio summaries, reduced process time upto 50%
Custom views and filters for fund managers
Simplified risk visualisation far better decisioning
Positive feedback from 3 pilot fund managers
Stakeholders approved full rollout for phase-1
Next steps (Phase - 2)
MVP testing of the developed phase - 1 release
User flow mapping for complex flows
Build more features around transactions and trades
