Private Bank

This investment fund management and monitoring platform is designed to support advisors in analysing tracking and comparing complex financial structures. The project is built around strong product design and user experience principles to make dense data readable and actionable. It enables smooth navigation across the different hierarchy levels of funds from master funds to sub-funds and down to individual share classes and also includes a dedicated comparison tool. Fully customisable in terms of filters and display options the system was designed end to end including its administration interface to adapt to each advisor’s workflow and preferences.