Blackshield Capital - Investment Portal
SaaS | Product designer
The company helps to invest free capital in order to generate passive income for a person. Main investment instruments are securities, stocks, and bonds. Occasionally, real estate and precious metals. Mostly precious metals, futures, not in a physical form, but in the form of securities. As for shares and stakes in companies, we encourage the American market, and occasionally the European market, as they have much higher protection of property rights.
The business problem was that at the beginning of the concept, the company did not have the resources to properly store user data. Therefore, each client was handled individually, with a separate manager. The manager spent a lot of time providing the client with up-to-date data. The communication channel with the client was limited to personal communication. The client's problem was that he was unable to see the real state of his investment portfolio. Limited access to constant communication with a personal manager.
The investment portal will solve several pain points at once. It will allow the user to track their investment portfolio at any time 24/7 and improve communication between the manager and the user. The portal will help managers monitor client portfolios and respond to various market situations in a timely manner.