Investment Platform SaaS Web Application UX Design — Integrated Portfolio Solutions

A fully customisable investment platform offers real integration between CRM, Investment Platforms and SMSF programs.

#ux research
#webdesign
#application

Modernising an already successful Investment SaaS platform

IPS already had a solid customer base and set of functions on their custom built web application, but customers were starting express their dissatisfaction with some of the legacy features, design and flows.

Enter Bapple… we were tasked with creating new validated UX personas and re-creating specific user flows and a customisable dashboard user experience (UX). Modern and user friendly web application design. Our specialty! 🙂

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Success metrics

  • Smoother onboarding flow
  • Interview validated personas
  • Customisable dashboard
  • Greater customer satisfaction
Dashboard SaaS Web Application UX Design for IPS Integrated Portfolio Solutions

Amazing SaaS Web Application UX Design Consists of:

Customer journey map for investment advisor persona

Our approach involved advanced onboarding journeys with high fidelity prototypes

Starting with user interviews, journeys, wireframes and advanced high fidelity prototyping to refine new customer onboarding and the dashboard, we re-defined a new user experience  across this powerful platform.

Have a project in mind? Contact Us or call (02) 8968 1616

Request a quote for Web Application Design
Modal SaaS Web Application UX Design Agency for IPS Integrated Portfolio Solutions

A fresh user interface & improved usability for IPS portfolio management web application

We designed a fresh face for the IPS web app and a smooth onboarding process for new customers to connect. This allowed them to easily create a new account to manage their portfolio data.

At Bapple we design web applications that can grow with you. We are your SaaS Web Application UX Design agency.

Testimonials

“ Bapple built two websites for our charity in 2020. They were complex sites and took more energy than we all imagined yet through it all Bapple kept on going with a determination that is rarely seen. The sites were completed on budget and we are very happy with the result. They have made a big difference to our fundraising capacity"
- Bernard – National Director – Aid To Church
“ Fantastic, slick website designs. Ever since we've engaged in Bapple's services to create a new website, it's been a great process from start to finish. The team was very helpful, bringing their experience and knowledge from start to finish. We can't stop getting compliments on the look of our new website!"
- Matt Yuen – Hello Sunday Morning
“ Edukura partnered with Bapple (UX Design Agency) only after an exhaustive screening process. Without a doubt, the journey from start to finish was second to none and exceeded our expectations. The Team at Bapple know how to put people at the centre, deliver the outcomes and go the extra mile. eduKURa is pleasantly looking forward to a continued partnership with Bapple for the next phase of eduKURa's growth. "
- David – Founder – Edukura
“ Peter and the team did an amazing job. Taking the time to first understand our business objectives and customer segments paid off in the project, from wireframes through to design. Bapple hit the mark first time with little need for corrections along the way. Very professional and skilled designers."
- Andrew W – Product, Development & Design Manager – Aristocrat Gaming

Fresh branding, and a dashboard that delights

Armed with a new brand, we were able to not only improve key flows of this web app, but bring it into the 21st century SaaS design standards.

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Advanced data visualisation & design system

Dynamic charting, tables, reporting components defined with a complete design system to empower further development.

Data visualisation SaaS Web Application UX Design for IPS Integrated Portfolio Solutions

User driven UX Design is crucial for every growing webapp.

Engage Bapple as your web application design and development agency. The SaaS Web Application UX Design & Investment Platform design agency.

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Let’s discuss your project.

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