Compare and Manage Funds & Portfolios

🤩 Hey gents!

A couple of weeks ago, we started working with CapIntel, a Toronto-based fintech startup that offers a simple solution for financial advisors and allows them to compare funds and initiate proposals for their clients.

One of the key concepts is the simplicity of the Compare mode. Everything revolves around it. So when we worked on the architecture of the tool, we made it a central starting point for all kinds of activities. Advisors can start comparing funds, merge them into portfolios, move them around and decide what kind of data they want to see and compare – figuring out the UX was challenging, but I think we ended up with an intuitive and easy to use solution.

✈️ As I'm writing this, I'm actually about to board another plane to Toronto, where the CapIntel team and I will work on the next big feature for the upcoming week. Stoked!

As per usual, feel free to leave your feedback below in the comments.