The business goal that AssetBook pursues is to assist advisors with tackling their daily professional challenges via evaluation and diagnosis of their portfolio management and reporting practices, as well as with the crucial applicable business metrics.
Andersen helped the customer develop a modern, dependable, and high-performing asset management app. With the app at their disposal, end-users are able to spend much less time and effort evaluating the performance of their client's portfolios. For maximum convenience and efficiency, we took care of the asset management UI design as well. It enables users to run portfolios based on, among other things, the tracking of the asset condition and price, dynamics, pre-defined periods for measurements, profits and losses, etc. Finally, we provided high-level help with QA for such a demanding project.
While working on this IT asset management solution, our team faced and successfully resolved a range of challenges, including:
The customer obtained a web and mobile platform relying on client-server architecture and a service approach. This platform makes it possible to monitor, report, and manage IT portfolios. End-users can allocate assets, track wealth, and ensure dependable custodial and tech integrations. The range of functionalities and features we delivered encompasses:
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While the engagement is ongoing, the development work so far has met the expectations of the internal team. Andersen provides quality services in a timely manner, leading to an extended partnership. The team is talented, professional, and personable.
Before the actual creation of the asset management system design, we did deep research on applicable UX aspects and elements and over 15 similar solutions that are available. Having analyzed the collected information, our designers envisioned a user interface. It offers effective firm-level dashboards, convenient client portals, etc.
The app is designed in blue and white. The color scheme of the resulting design has no other shades or harsh colors so that user attention isn't distracted when viewing the content. The interface only features the most needed and relevant buttons to avoid overburdening. Also, our design experts were guided by the principle of minimalism while working on the icons.
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
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