About the Client
The client is a leading capital placement firm in the United Kingdom, specializing in connecting private funds with institutional investors, general partners, and management teams. Operating since the 1990s, they serve high net worth individuals, investment firms, pension and profit sharing plans, charitable organizations, and corporations. Their expertise spans key private market sectors, including private equity, private credit, real estate, and real assets.
Business Situation and Requirements
Managing large volumes of investment data, maintaining transparency, and providing timely updates to customers can strain operations. Manual processes increase the risk of errors and drive up costs, while assessing portfolio performance in dynamic markets requires expertise and robust analytics tools.
In order to mitigate these challenges, the client envisioned a mobile application that would streamline these operations, offering customers a sorted, insightful, and real-time view of their portfolio performance, improving user experience and operational efficiency.
The client wanted to develop a mobile application that would offer a sorted and insightful view of customer portfolio performance. The app was required to integrate with Salesforce CRM to display custom reports and real-time investment progress, while providing regular updates on investment status.
The client chose Unthinkable for our fintech application development expertise as well as our deep knowledge of the Salesforce ecosystem. Their key requirements were to:
Conceptualize, design, and develop a mobile application as a single source of truth for customers’ portfolio performance.
Integrate with Salesforce to create a unified business tool supporting the full portfolio management lifecycle.
Provide a customizable interface for personalized portfolio views and workflows.
Implement a role-based access system with tailored permissions for management, advisors, associates, and customers.
Incorporate data visualization and interactive charts to display portfolio performance clearly.
Deliver actionable insights to help users make informed financial decisions.
Solutions
Unthinkable began the project alongside our business analysts and software architects, outlining the most efficient architecture for the mobile application. They refined the functional requirements and crafted a comprehensive product vision along with a detailed development roadmap. Unthinkable’s team mapped the requirements to a tech stack, recommending Ionic, NodeJS, Salesforce App Cloud, MongoDB, and GraphQL for the mobile app.
A robust portfolio monitoring app for Android and iOS was developed and integrated with Salesforce CRM to turn insights into highly customized performance reports. Leveraging a hybrid architecture built on Ionic, the solution ensured seamless cross-platform functionality, maintainability, and scalability, while optimizing development efficiency and reducing costs by up to 40% compared to native applications.
Some standalone application features include:
View Performance Status: The app provides a comprehensive view of portfolio performance, allowing users to track progress by week, month, quarter, or the entire lifespan of their account. Key metrics, fund targets, capital raised, investor lists, and outreach status are presented in real time, reflecting deep expertise in portfolio management.
Investor Details: Users can access detailed updates on each investor, including discussion stage, request status, and timestamps, enabling precise monitoring and informed decision making. The architecture ensures secure, role based access while maintaining real time data integrity.
Investor Insights via Charts: Advanced data visualization capabilities present investor information through bar charts categorized by Stage and Type, Stage and Region, and Expected Capital by Stage. This analytical layer transforms complex datasets into actionable insights, showcasing both domain expertise and a scalable, maintainable architectural design.
Portfolio Manager Schedules: Users can track portfolio managers’ activities and meetings in list or calendar view, ensuring streamlined workflows and clear visibility.
Offline Access: The app’s architecture provides offline access to the latest portfolio data, enabling uninterrupted decision making anywhere.
Web Admin Panel: A robust web admin panel serves as a middleware layer, allowing administrators to manage, monitor, and customize the entire solution with ease. This modular design enhances scalability, maintainability, and control across the platform.
The Impact
The successful implementation of the application significantly improved the client’s operational efficiency. Portfolio managers observed a 60% increase in productivity, enabling them to handle 25% more clients while better managing their schedules and appointments. The app streamlined workflows, automated reporting, and reduced manual effort, allowing the team to focus on higher value tasks.
The solution also enhanced the customer experience, providing end users with clear visibility into their portfolio progress. This transparency instilled confidence and encouraged larger investments. Additionally, the client reported an 80% reduction in costs associated with portfolio performance tracking, analytics, and reporting, demonstrating substantial savings and measurable business impact.
$10B
Worth Of Assets Managed
60%
Enhancement In Productivity
80%
Reduction In Portfolio Performance Tracking
