Finergic: Financial Portfolio Management

Krish Patel

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Web Designer

Figma

Project Overview: Finergic Affinity Design
Finergic Affinity Design is a comprehensive financial dashboard and client management system developed over a four-month period. The project encompassed the entire development lifecycle, from initial ideation and wireframing to delivering a fully functional platform tailored for financial professionals.
Branding Phase
At the project's inception, we conducted an in-depth branding exercise to establish a visual identity that resonates with Finergic's target audience. This phase included:
Logo Design: Crafted a modern and professional logo symbolizing financial growth and stability.
Color Palette Selection: Choose a palette conveying trust and professionalism, featuring deep blues and complementary accent colours.
Typography: Selected clean and legible fonts to enhance readability and convey a sense of reliability.
Brand Guidelines: Developed comprehensive guidelines to ensure consistent application across all platforms and materials.
Project Timeline and Key Milestones
Week 1: Ideation and Wireframing
Ideation: Collaborated with stakeholders to define project objectives, target audience, and key functionalities.
Wireframing: Created low-fidelity wireframes to outline the dashboard's structure and user flow, ensuring alignment with user needs and business goals.
Week 2: Design Phase
Design Options: Developed three distinct design concepts, each focusing on usability, aesthetics, and brand consistency.
Client Review and Feedback: Presented design options to stakeholders, gathered feedback, and selected the final design direction. Components & Page Sheels Created for Easier Development & Handover
Week 3: Development Phase Component Development: Built core components, including:
Cash Flow Visualization: Interactive charts displaying inflows and outflows.
Position View: Detailed breakdowns of client holdings.
Asset Allocation: Graphical representation of asset distribution.
Profit & Loss Statements: Real-time financial performance tracking.
Performance Metrics: Key indicators to assess portfolio health.
Portfolio Risk Analysis: Tools to evaluate and mitigate potential risks.
ESG Factors Integration: Assessment of environmental, social, and governance criteria.
Credit Limit Management: Monitoring and control of client credit limits.
Outcome
The Finergic Affinity Design project culminated in a robust, user-centric financial dashboard and client management system. The platform's intuitive design and comprehensive features empower financial professionals to manage client portfolios efficiently and make informed decisions.
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Posted Feb 2, 2025

Finergic Affinity is an extensive financial dashboard and client management system MVP that we meticulously crafted and developed over an intensive 8-weeks

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