Private markets fund portal

Company introduction
A technology company focusing on transforming private markets by providing tools for investment professionals and wealth managers to manage and market available funds.

Project/task requested
UI experimentation and production UI work to uplift a legacy interface, making it fully responsive and introducing explicit content rules for consistency.

Who & how
Collaborated with product managers, UI developers and compliance teams, using user feedback and data analysis to inform design refinements.

What was done
Redesigned the fund card list, implemented advanced filters, internal context experts helped define explicit tag categories/rules and created a streamlined fund overview to enhance user navigation and discovery.

Outcome
Improved usability across devices, ensured design consistency and increased user engagement with clearer fund information and efficient filtering.