Tasks were planned and successfully completed
Web application for client investment portfolios data storage
After 6 months from release, we usually ask customers about the financial results of a project to make sure we did our job well
Andersen team has spent more than 280 hours every week on the development of this solution
The web application is used be financial advisers around the world
The web application is designed for financial advisers. It is created as a platform for storing data on the financial assets of different clients. The application is equipped with tools that allow the user to make a broad picture of the state of client’s assets, as well as to make detailed reports. Currently, the customer works on a new improved version of this platform, with new features and functionality. As part of this project, our team worked on the front-end part of the application.
Before starting the creation of the app design, we conducted a thorough study of the user experience, the work of advisors, as well as more than 15 similar applications in the software market. Having analyzed the data, our designers compiled a package of a user interface for the solution.
The application is designed in blue and white colors. There are no other shades and harsh colors so that the color scheme neither irritate the user nor distract attention from the content. Only the most necessary buttons are embedded in the interface to avoid its overburdening. Also, our designers thoroughly worked on the application icons, guided by the principle of minimalism.
In order to make the registration process convenient, we have built a simple form that allows advisors to start using the application in a matter of seconds.
The application gives each user the opportunity to create their own database with clients. On the Impersonation page, an adviser can find the database they need, view it, and select a client’s account to see information about their assets.
This page displays a chart of the client assets growth over a certain period of time, for example, over a year. Here, the adviser can also see the top 4 households by market value, as well as various notifications.
The notification center works as storage that gives users the opportunity to view all notifications, or, if necessary, those of a separate account and for a certain period of time. The users can also delete and restore notifications.
Selecting the required client account, an advisor gets to a dashboard. In addition, on the dashboard, the user can analyze the assets allocation, annual income, and information on taxes paid.
The Activity tab is included so that the user can view the financial activity of the client. Here, such information as a purchase of securities, their sells, deposits, withdrawals, etc.
Here a user can view detailed information about the client’s activities with their assets.
In the Document center, an adviser can download reports and other documents necessary for managing client’s assets.
In order to make the application easy to use, we have introduced the ability to create various categories for more convenient sorting of information.
Engineers with wide range of technical skills participated in this project. You can study their CVs and include in your team if need
The improvements in design and newly implemented features made the developed product more functional and convenient attracting new users. Also, during development, we continuously carried out thorough product testing to identify possible errors at an early stage, which allowed us to improve the quality of the created application and ensure its smooth operation. The released version was chosen by the leading financial organizations in the USA and abroad.
Market share growth