Admin Platform
The admin platform was developed for an investment company, who is specializing in portfolio management and investment analytics. The goal was to design a solution that simplifies data management, streamlines workflows, and empowers analysts and portfolio managers to make informed decisions.
Complex Platform
Role
Product designer
Date
Sep 2024
Preview
Internal platform
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
To understand the needs, we conducted:
Gained clarity on user pain points and must-have features.
Identified key user roles, including portfolio managers, analysts, and executives, each with unique needs.
Competitive Analysis
Studied leading financial tools to benchmark design standards.
Users needed a system that could display data dynamically, minimize manual tasks, and provide actionable insights at a glance.
One significant challenge was balancing simplicity with
the complexity of financial data.
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.
Typography
Color Palette
Design
Gathering the user's job preferences and creating a profile
in just a few short steps.
Users
Short registration process using OTP verification process,
the user can register either with his phone number or his social accounts.
Actions/ Change password
Short registration process using OTP verification process,
the user can register either with his phone number or his social accounts.
Actions/ Withdrawals
Short registration process using OTP verification process,
the user can register either with his phone number or his social accounts.
Actions/ Deposits
Short registration process using OTP verification process,
the user can register either with his phone number or his social accounts.
Actions/ Create new user
Short registration process using OTP verification process,
the user can register either with his phone number or his social accounts.
