Family Office Partners - Family Wealth and Investment Portfolio Management Platform
DesignWEbWeb app
About the Project
Family Office Partners is a Czech multi-family office that helps partner families with wealth management. It focuses on the strategic allocation of families' long-term investment portfolios, generational transfer of assets and related legal, tax and other services of experts and specialists.
The aim of the project was to create a comprehensive, yet simple and clear online portal on the status of each family's portfolio, all documentation on assets or individual investments. All this in line with the family's long-term strategy. No more annual reports in email, no more cluttered PDFs, no more piles of documents in folders. The family's entire assets and portfolio can be managed in one place, regularly updated and as detailed as possible.
Assignment & Scope of Work
- UX/UI Design
- Consultation
- Solution Design
- Back-end Development
- Front-end Development
- Long-term Operations and Development
Word from the client
We had a good idea of what we wanted, but we were also concerned about the complexity that would make the app something no one would use. Fortunately, Pixel has a strong analytics background that was great at tackling the really tricky stuff. The gradual expansion of the MVP has led us to a product that serves great. We feel great that they understood exactly what we wanted and delivered a particularly functional solution.
Oldřich Myslivec
