Client
CredAvenue
Platform
Web App
Industry
Fintech
This is a comprehensive Fixed Income Investment solution, designed to cater to the investment needs of wealth distribution partners, independent financial advisors, advisory firms, chartered accountants, family offices, and corporate treasuries. The solution provides access to a diversified portfolio of fixed income securities, including bonds, debentures, and other fixed income instruments, offering attractive yields and risk-adjusted returns. Users can choose from a range of flexible investment options, suitable for both short-term and long-term investment goals, customized to meet their clients investment requirements.
The platform should be user-friendly and intuitive, with a simple and streamlined interface that enables investors to make informed investment decisions quickly and easily. It should also provide a seamless onboarding experience for new users, with clear and concise instructions for setting up an account and managing investments.
Our design solution consist of creating a streamlined and intuitive interface that enables users to easily navigate and manage the investments for their clients. The platform would feature a personalized dashboard that displays real-time market updates and investment performance metrics, as well as tools for portfolio management and risk assessment. We focused on the discovery experience of bonds and then order management process where buyers and sellers can negotiate and close deals. The trade management section was crucial because we had to create a workflow for users to select multiple clients for whom the order needs to be completed. The onboarding experience was also simplified to make the diverse set of users to get on the platform quickly & easily.
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