Compare Funds & Create Portfolio

We've shared some insights into our project with CapIntel before – and explained our process of building a unique fund and portfolio management solution for financial advisors – but I would love to show you a more in-depth look into the architecture we developed.

When comparing funds, we found out it was important for advisors and wholesalers to change the specs of a portfolio on the go. Rapid adjustments help them find the best solution for their respective clients.

By introducing a drag and drop solution, we're allowing power users to adjust and create portfolios in an intuitive way.

A portfolio is essentially a collection of funds, vice versa, a fund is technically a portfolio consisting of a single fund. Based on this logic, we combined their data points in the comparison view.

When a user drags a fund on another fund, or into a portfolio, the item card will expand and show editing options.

What do you think of our solution?

As per usual, thanks to my dear friend and colleague Markus for animating the UI.

Are you looking to build a web or mobile application? We're always looking to partner with great companies in Finance and Insurance related spaces. Say hi at hello@fintory.com

Want to see more in the future? Don't miss any of our shots and follow us on Dribbble