[About]
AliseiSGR is an asset management company that combines experience and strength in the investment sector with a forward-looking approach.
To reflect this philosophy, we undertook a brand refresh, giving it a more contemporary look while preserving its most distinctive and recognizable elements. Following the rebranding, we designed and developed a new corporate website, along with a personalized client area and a management back office for advisors. Through this back office, advisors can create client accounts and monitor their portfolios in an intuitive and secure manner. For clients, the personalized area provides a comprehensive view of their investments, with advanced features such as subscribing to new funds based on their MIFID profile, disinvesting, and executing switch operations. The entire platform is hosted in a secure cloud environment on MongoDB Atlas, ensuring high performance and data security.
[Client]
AliseiSGR
[Year]
2023/2024
[Type]
Online banking
[Business area]
Finance
[our role]
Branding / UX&Ui / backend / frontend / Cloud Architecture
[project time]
12 months
[Main features]
Istitutional website cms Funds performance Analytics Admin panel Client personal area Invest/withdraw & switch Mifid Assestment mgmt
[technologies]