TABLE OF CONTENT

About the Client

The client is a UK-based capital placement business connecting private funds with institutional investors, high-net-worth individuals, and corporations. Established in the 1990s, they specialize in private equity, private credit, real estate, and other asset sectors. With nearly $10 billion in assets under management, they focus on delivering customized investment solutions.

Business Situation

The client faced significant challenges in managing and reporting portfolio performance:

Manual report generation led to inefficiencies and high operational costs.
Investors needed real-time access to portfolio performance updates.
Integration with Salesforce for custom reporting was complex.
Security concerns required stringent data protection measures.
Lack of a user-friendly mobile platform affected investor engagement.
Advisors struggled with tracking appointments and investor interactions.

The Solution

Unthinkable collaborated with the client to conceptualize, design, and develop a hybrid mobile application that streamlined portfolio tracking and enhanced reporting. The application integrated seamlessly with Salesforce, ensuring that advisors and investors could access custom reports in real-time. Our team implemented a hybrid development approach using Ionic, NodeJS, MongoDB, and GraphQL, significantly reducing development costs while maintaining performance.

Built hybrid Android and iOS apps reducing development costs by 40%.
Integrated Salesforce CRM for real-time portfolio insights and reporting.
Implemented stringent security measures like auto logout and password resets.
Designed intuitive dashboards with investor details, status updates, and progress charts.
Provided offline access to last-updated portfolio data for seamless usage.
Developed a web admin panel for easy customization and management.

The Impact

The new application significantly improved operational efficiency. Portfolio managers saw a 20% increase in productivity, enabling them to handle 25% more customers. The streamlined reporting process resulted in an 80% reduction in portfolio tracking and analytics costs. Investors benefited from enhanced transparency, leading to increased confidence and larger investment commitments.

Conclusion

Unthinkable’s expertise in fintech and Salesforce development transformed the client’s asset management process. The mobile app provided a centralized, user-friendly, and highly secure platform for tracking investments. By automating reporting and enhancing advisor productivity, the solution positioned the client for long-term success in the asset management industry. The collaboration reinforced Unthinkable’s ability to drive digital transformation in the finance sector.