Future of Hedge Funds Wealth Management

Fund Platform as a custom development agency in the past hired us to help them with transformation in a product company. They needed help with correct bustiness requirements, functionalities list, whole product workflows and user journeys, architecture development, and full product design with front-end development.

Goals

One

Give fund’s managers ability to manage their assets, investors, own team, transactions in one space.

Two

Provide trust between Funds and Investors through transparent trading history and all activity around portfolio assets.

Three

Support transactions via crypto and fiat money.

Four

Prepare SaaS for funds with ability to scale it to the marketplace structure
in the future.

FUND MANAGER

Dashboard

From the Dashboard you get a clean summary of the most relevant business information. Track the most significant metrics: Balance, P&L, Investors number, Portfolio decomposition.

Strategies

Create trading strategies using added exchange accounts. Track assets which held on those exchanges.
Also, you can add your local assets (could be property or shares) and track their performance too.
These strategies will be shown to investors and with the ability to invest.

Investors

Observe how is your customer's list growing up directly in the Investor’s list. Also, fund manager has access to basic info from the grid: Personal information, Online status, Balance, Requests (payout or invest).

Investor Profile

Detailed investor profile with personal information, metadata, contacts and payment methods. Also, you can edit that info if you have something to change or add.

Team

Quick access to your teammates divided by depatments.
You can easily search by name, department, member role, contacts or status. Also with ability to edit.

Referral Program

Give bonuses to your investors which promote your fund in their social circle. Fund Platform will help you to do that with Referral Program, which might be customized by each fund for their own needs.
It will give Funds the ability to produce more profit with a lower customer acquisition cost.

Exchanges

Add your exchange accounts to track information about held funds, deposits, withdrawals, and trading history.
Fund Platform supports 6 the most popular crypto exchanges. Also, you'd be able to use them in Trading Strategies.

Transactions

All you need to know about your business inflow and outflow: statistics presented in doughnut charts, lists for payouts, sent invoices, and recurring expenses. All these types of data are interactive:
filter, sort and export info that you need for your reports.

Fund Manager & Investor
Profile Settings

INVESTOR

Dashboard

Investor could review trading strategies where
he is a member. The real fund balance is shown there too. We added it to gain investors' trust. Investors own balance showing there as well.

Referrals

For Investor's part, they could provide colleagues or friends with invitation links and get rewards as an Investor.

Components Library

We always provide Atomic-based Components Library as a Design UI Kit and React.js Storybook as well. It’s a must-have tool for product consistency and scalability improving.

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SF Pro Text

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Development

We had a development process in parallel with design.
When design mockups approved they're delivering to the next sprint of development.
Then we were responsible for a Front-end part even till deployment and support.

Vue.js
as a Front-end basement
Apexchart.js
library for data visualization
GreenSock
work with animations

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