Financial trading platform
Client
Stealth
Services
Research
Product Design
Industries
Finance
Date
January 2025
Objective
Challenge
Centralizing Financial Data for Better Efficiency
The company needed a centralized, user-friendly platform to manage complex financial data, improve workflow efficiency, and support decision-making.
Fragmented tools leading to inefficiencies.
Difficulty visualizing and interpreting complex financial data.
Limited collaboration between teams.
Research and Insights
Key Features
Real-Time Dashboard:
Displays portfolio performance, market trends, and risk assessments dynamically.
Customizable Reports:
Users can generate tailored reports with selected metrics for client presentations.
Role-Based Permissions:
Ensures data security by providing access based on user roles.
Key insight
Typography
Color Palette
Design
Clients
The table presents key client details for sales and support.
Most user actions related to a selected client are carried out from the client card.
Client Card (Pop-up)
The client card is divided into two parts: The left third displays client information along with the relevant hierarchy.
All actions are displayed and executed in the remaining two-thirds of the screen.
Changing the password if the client is unable to access the platform or experiences trouble performing the action.
Client Card / Deposits
Clients can add a deposit in two ways: directly in the client area on the trading platform or through a sales rep when the preffered way is by himself. This card displays the balance, last deposit, and allows reps to create deposits for clients.
Client Card / Withdrawals
Clients can submit a withdrawal request on their side, which is then forwarded to support for execution via this page.
Clients/ Create new user (Pop-up)
A new user is created if the client is unable to sign up or experiences trouble doing so on their own.
It also allows the company to create test users.
