AlphaTrust Mutual Funds Platform

📊 AlphaTrust Mutual Funds Platform

Transforming complex financial workflows into a seamless digital experience.

In 2019 through ATCOM Digital, I collaborated with AlphaTrust to design a comprehensive platform for mutual fund management, catering to board members, RM agents, and clients. From creating detailed user flows and wireframes to conducting user workshops, the design focused on clarity, scalability, and functionality.

The platform features:

• Modular dashboards tailored for diverse user needs, from RMs to end clients

• Secure and intuitive registration flows, complaint ready

• Extensive reporting and audit trails

💡 Built with a strong foundation in UX research, the platform ensures accessibility and usability for users with minimal IT experience.

You can also check my new portfolio at https://www.anastako.com

If you want to collaborate, contact me at [email protected]