PROJECT

Redesigning the investor portal to give fund managers a platform their clients trust.

INFO

2023

Web & Mobile

Atominvest

SUMMARY

Atominvest is a B2B SaaS platform for alternative-investment fund managers, covering private equity, venture capital, credit, real estate and hedge funds. The investor portal is the interface their clients log into to view live deals, performance data and critical documents. After years of incremental additions, the portal had become hard to navigate and visually out of step with the modern tools investors use daily. I led the end-to-end redesign, from the homepage dashboard through to reporting, document management and the full mobile experience.
 

ROLES

Lead Product Designer

UX Research

Interaction Design

Design Goals

CLARITY AT FIRST GLANCE

Investors should understand their portfolio, pending tasks and new opportunities the moment they log in, without hunting through menus.

EARN TRUST

In alternative investments, the product is the face of a multi-million-dollar relationship. The redesign had to feel as considered as the funds behind it.

WORKS ANYWHERE

Fund managers and investors operate across devices. The same hierarchy and actions had to work seamlessly on desktop and mobile.