IPS Builder Module Development for ONE17 Capital

ONE17 Capital is a financial advisory firm managing investment portfolios for high-net-worth clients and family trusts. As the firm scaled, they needed a centralized platform to manage Investment Policy Statements — the documents that govern every client's portfolio strategy.

Nothing existed. We built it from zero.

Sidebar: Dark, focused, role-aware — shows the user's context at all times

Status badges: Colour-coded without being loud — Approved, Rejected, Draft, Initial each carry visual weight

Typography hierarchy: Three distinct levels — page title, section label, table data — nothing competes

Actions: View and Compare kept inline, green only where action is primary

Designed the IPS Builder module for ONE17 Capital — a financial advisory dashboard built from scratch. Version history, audit trails, approval workflows. Enterprise SaaS done right.

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