Account details
The platform was designed to streamline portfolio management by eliminating the need for traders to juggle multiple tabs or windows. In collaboration with the trading team, we prioritized key account information while ensuring quick access to commonly edited values.
Household details
Provides an overview of all the accounts under a single household, individual accounts may have different volatility based on their portfolios. The household performance provides a complete picture of an investor's financial status.
Investment product details
Allows the trading team to configure investment strategies, by adjusting the weights of specific models (grouping of investments). Any changes made to a strategy is recorded due to regulation and can be easily accessed from the menu.
The team
Product Manager
Josh Jongsma
Anthony Xian, Ben Pham, Jamie Giuliano, Kayla Ziegler
Internal Council
Tom Bouwkamp
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