About
Optimization of a financial asset management system by improving functionality and usability for investors to manage stock, bonds, and cash. Innowise has improved the portfolio management platform’s functionality and usability, allowing investors to manage stock, bonds, and cash. Our customer is a large international financial organization specializing in hedge funds, private equity, credits, and real estate investment management.
Challenge, approach, and impact
Workflow Optimization
Optimizing the workflow of a financial asset management system by improving functionality and usability, allowing investors to manage stock, bonds, and cash.
UI/UX Upgrade
Enhancing the usability of the investment platform by designing intuitive interfaces, updating layouts, and building templates for smooth website navigation and enhanced user experiences.
Process Diagrams
Creating user-friendly process diagrams to break investments into understandable stages, enabling transparent decision-making and improving efficiency, compliance, and control.
Compliance Guidelines
Configuring comprehensive and automated checks to monitor asset portfolios and investments based on various conditions to comply with guidelines and ensure accurate data management.
Enhanced Data Management
Frequent reconciliation of valuation data to replicate official books and records accurately through data aggregation, cleansing, and enrichment, ensuring accurate and up-to-date data management and reporting functions.
Risk Charts
Developing a comprehensive risk management module to streamline decision-making through charts, providing a holistic view of position-based risk and statistical metrics to enhance insight into investment activities.
Client Portal
Providing an around-the-clock help center and client portal for allocators to access tailored financial information and investment advice, ensuring access to assigned information only.
How we built
Testimonials
Anonymous
Innowise Sp. z o.o
“The project enhanced functionality and usability, enabling investors to manage stock, bonds, and cash efficiently.“
Team structure
Client team
Peter
Delivery Manager
Daily point of contact
The client stakeholders were working closely with the team at Innowise Sp. z o.o
Agency team
2 x Business Analyst
Production
6 x Frontend Engineer
Production
1 x Database Administrator
Production
2 x QA Engineer
Production
