Case Studies Just Invest
ESG Investment Portfolio Management Platform
Just Invest delivers personalized investment solutions that allow professional advisors to strategically meet their clients’ goals. Transparency, honesty, and hard-work paired with sophisticated index tracking algorithms create an unparalleled service for investing with intention.
The principals engaged Woodrige to create a software platform that investment advisors would find easy-to-use and that would empower investors to align their values with their investment portfolio.
The Challenge
For Just Invest, the challenge was translating their proprietary portfolio optimizer into a user-friendly web application. They needed a powerful back-end paired with an intuitive and engaging user experience to create hyper-personalized equity portfolios.
The User Experience (UX) Team at Woodridge worked with the Just Invest stakeholders to plan and realize their vision.
Tasks began with understanding the complex algorithms and a deep understanding of the needs and goals of the users of the system. User flows and wireframes were created to map out the ideal platform.
The Solution
Starting with this UX foundation, Woodridge designed and built a two-sided web application, for both Administrators and Investment Advisors.
A complex configuration experience centered on personalized investment preferences is followed by a dashboard that reports on each investor’s configuration.
We completed the integration of their proprietary portfolio optimizer by developing a custom API.
Results
Investment advisors now have an investment platform that caters to their needs as well as the needs of their clients. The clients now have the transparency and tools to feel confident that their money is where they want it.
Investors have a benchmark tool that compares investment results as well as an engaging web interface that displays investor’s universe of charts and graphs.
Just Invest anticipates that the platform will be a key driver of growth for their company and Woodridge looks forward to continuing to collaborate on new features and software.
Services Provided
- UX and Visual Design
- Web Development
- API Development
Technologies Used
- Laravel
- Angular
- D3.js
- PostgreSQL
About the Client
Just Invest is a group of investment and technology professionals with over 50 years of experience. They deliver personalized investment solutions to reflect the values and goals of their clients in a transparent manner.
