NDA
investment management platform
This project represents an investment platform consisting of a mobile application for investors and a CRM system for advisors. Investors complete the KYC procedure, receive personalized recommendations from advisors, choose risk levels, and invest in various strategies. Advisors use the CRM to manage clients, create and customize strategies, monitor their effectiveness, and analyze client portfolios.
My Tasks:
UX/UI development for over 200 screens of the mobile application and CRM system.
Creating a convenient and intuitive interface for managing investments and advisor strategies.
Optimizing user scenarios for investors and advisors, simplifying navigation and processes within the platform.
Goals and Objectives:
Create a user-friendly mobile application for investment management, targeted at investors.
Develop a powerful CRM system for advisors with features to create and customize investment strategies.
Ensure a personalized approach for each platform user and client through automation and custom settings.
What Was Accomplished:
Developed over 200 screens for the mobile application and CRM system, covering functionality for managing investments, clients, and strategies.
Designed the KYC process for investors, significantly simplifying platform onboarding.
Implemented features in the CRM system for creating strategies for various risk levels, managing client portfolios, and handling documents and reports.
MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
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MOBILE
Onboarding and KYC Process
The onboarding process for investors begins with identity verification through the KYC (Know Your Customer) system. Users provide documents and undergo secure verification. This is necessary to comply with regulatory requirements and ensure a safe investment environment.
Risk Profiling and Strategy Selection
After completing the KYC process, users proceed through the risk profiling process. This allows them to choose investment strategies ranging from conservative to aggressive, based on their preferences and financial situation.
Portfolio Overview and Interaction with Consultants
The main screen provides users with a detailed overview of their portfolio, including performance indicators and current investment strategies. Users can interact with their assigned consultants directly through the app, receiving updates, advice, and strategy adjustments.
DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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DESKTOP
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Strategy Management
Consultants use the CRM system to create, manage, and monitor various investment strategies. Each strategy is tailored to different risk profiles, and consultants can adjust strategies based on market changes and client needs.
Client Management
The CRM system allows consultants to view and manage their client base. Consultants can access detailed client profiles, track interactions, and analyze portfolio performance indicators. This ensures a personalized and data-driven approach to client management.
Documentation and Reporting
One of the key features of the CRM system is document management. Consultants can securely upload, share, and manage client documents, ensuring the completion of all necessary formalities and their accessibility at any time.
Results
The project resulted in the creation of a reliable and user-friendly investment platform that bridges the gap between investors and consultants. Over 200 screens were developed for the mobile application and CRM system, covering all key features.
Key Results:
Simplified user experience for investors with smooth onboarding and access to personalized investment advice.
An efficient CRM system for consultants, streamlining client management and strategy implementation.