Case Study — Fintech
Wallix
Portfolio intelligence, elevated — a full-stack financial analytics platform with real-time tracking, customisable dashboards, and automated reporting.
Portfolio intelligence, elevated — a full-stack financial analytics platform with real-time tracking, customisable dashboards, and automated reporting.
Investors and portfolio managers were drowning in data but starving for insight. We designed and built a sophisticated financial analytics platform that delivers real-time portfolio tracking, advanced data visualisation, and actionable reporting — without the complexity of institutional trading tools.
Investors and portfolio managers were drowning in data but starving for insight. The tools available to them were either built for institutional trading desks — complex, expensive, and inaccessible — or consumer-grade dashboards that oversimplified to the point of uselessness. Wallix saw the gap and asked us to close it.
The brief was to design and build a sophisticated financial analytics platform that felt genuinely powerful without requiring a Bloomberg terminal licence to understand. Real-time data, customisable dashboards, and actionable reporting — all in an interface that a smart individual investor or boutique fund manager could navigate with confidence.
Discovery revealed that the core problem wasn’t a lack of data — it was a lack of meaningful hierarchy. Users received everything at equal weight, so nothing felt important. Our define phase established a clear product principle: surface what matters now, make everything else accessible on demand.
We mapped the key decision moments in a portfolio manager’s day and designed the information architecture around them. The dashboard was built from the user’s mental model outward — not from the data schema inward. This meant designing for the question “how is my portfolio doing?” before designing for “how do we display a P&L chart.”
The design phase explored multiple approaches to data visualisation — balancing density with readability, and building a charting language that was consistent across all views. Every interactive element was prototyped and tested to ensure that customisation felt effortless rather than technical.
Covering real-time portfolio tracking, multi-asset class performance dashboards, customisable data views, automated reporting, and integration with financial data APIs. Delivered across web and tablet, with a design system built to scale as the platform grows.
A look at the dashboard, charts, reporting, and customisation modules we built for Wallix.
We partnered with Wallix to design and develop a sophisticated financial analytics platform that empowers users with real-time portfolio tracking, advanced data visualisation, and actionable insights. Our scope encompassed UX/UI design, dashboard architecture, responsive web development, and integration with financial data APIs.
The platform launched to a cohort of early users from boutique fund management and high-net-worth individual investors, with retention and daily active usage well above projections at the one-month mark. The customisable dashboard module became the standout feature in user feedback, cited consistently as the reason users stayed.
A personal finance platform helping users track, plan, and eliminate debt — designed and built end-to-end under the Venture Pro tier in 12 weeks.
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