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Case Study
Industry-leading client portal delivered across web and mobile
Client Challenges
A global asset manager needed to design and build a new client portal to display portfolios from multiple angles. The existing experience required modernization, with robust access rights and client type management essential to the build.
alpha approach
Alpha enhanced the UX of the existing portal, drawing on deep industry expertise and prior client journey work completed with the client. We ensured all functionality and design principles remained on brand throughout. The portal was fully optimized for both web and mobile. This delivered an industry-leading client portal experience accessible across all devices.
How we delivered lasting value
Turning insight into impact
Multi-angle portfolio views delivered to clients
The portal enables clients to view their portfolios from multiple perspectives, improving transparency and engagement.
Secure access rights and client type management
Robust access controls ensure the right clients see the right information, reducing operational and compliance risk.
Seamless web and mobile optimized experience
Full web and mobile optimization ensures clients can access their portfolios anywhere, improving adoption and satisfaction.
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