Assets Management Assistance App image

Assets Management Assistance App

Web application for client investment portfolios data storage

Efficient FinTech solutions for real professionals

Project ROI

After 6 months from release, we usually ask customers about the financial results of a project to make sure we did our job well

113%

Project timeline

Andersen team has spent more than 280 hours every week on the development of this solution

2 weeks ahead of schedule

Global coverage

The web application is used be financial advisers around the world

47 countries

About the project

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.

Industry

FinTech

Duration

12 months

Team size

7 developers

Tech Stack

Aurelia, JavaScript, Webpack, .NET, HTML, CSS

Visual concept

UX-research

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.

UI-system

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.

Buttons

Buttons image

Navigations

Navigations image

Menu

Menu image

Main pages

Login Page

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.

Login Page image
Responsive versions
Login page responsive versions

Impersonation

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.

Impersonation image

Dashboard

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.

Dashboard image
Responsive versions
Login page responsive versions

Notification Center

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.

Notification Center image

Dashboard

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.

Dashboard image

Activity

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.

Activity image
Responsive versions
Login page responsive versions

Several pages

Activity Details

Here a user can view detailed information about the client’s activities with their assets.

Activity Details image

Document center

In the Document center, an adviser can download reports and other documents necessary for managing client’s assets.

Setting.
Administration

In order to make the application easy to use, we have introduced the ability to create various categories for more convenient sorting of information.

Setting.<br> Administration image

Project Results

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.

89%

Satisfaction rate

29%

Performance optimization

2.2%

Market share growth

Client’s feedback

SMB, enterprise and startup clients return to us because they’re happy with our work. Here’s what they say about Andersen.
John Specter
William King Delivery manager

Andersen’s developers did a good job. We are quite satisfied with the quality of the software, design, and the performance of the new functionality. But what we like most is the smooth operation of the platform without interruptions which is very important for making the software competitive on the IT market.