Fund portfolio construction tool

Company introduction
A rapidly growing platform empowers investment professionals and wealth managers to build diversified private market portfolios and access exclusive funds, serving both institutional clients and private investors.

Project/task requested
Designed production UI and created advanced data visualizations for a tool supporting portfolio construction workflows across B2B and B2C audiences.

Who & how
Partnered with product managers, investment analysts and customer-facing teams, drawing insights from workflow audits and user interviews to support both professional and retail user needs.

What was done
Streamlined portfolio creation experience, developed interactive dashboards and visualized multi-asset performance data for desktop and mobile.

Outcome
Enabled faster decision making, improved client satisfaction with intuitive analytics and increased product adoption by both institutional and retail segments.