Fund manager onboarding/forecasts portal

Context
A fund data platform partnering with a global investment bank to give hedge fund managers a self-service portal: onboarding, compliance sign-off and keeping their fund data current.

The decision
Would managers actually complete a compliance-gated onboarding and maintain their own performance data? Or would the workflow quietly route around the portal back to email?

What was prototyped
Twelve screens of the journey as working software: SSO and login, a checklist-driven dashboard, a three-step onboarding with legal affirmations and a “send a signing link” escape hatch, firm and fund profiles with jurisdiction rules, per-fund editing with real validation states, monthly performance updates that flip funds to pending confirmation and a notification layer that clears itself as the underlying work completes.

What it demonstrates
Multi-step compliance flows that stay humane; form validation as designed states rather than afterthoughts; how far a prototype can go in proving a workflow (state persists, notifications resolve, editing round-trips) before a line of production code exists.

Reconstructed from client work using synthetic data.