Investment Portfoliogrow your wealth
Investment portfolio manager
investment portfolio manager
Client
InvestPro
Industry
Fintech
Headquarters
Switzerland
Services
UI/UX Design
About project
InvestPro is an investment portfolio management platform that gives retail and professional investors structured tools for portfolio analysis, risk assessment, and performance tracking.
Challenges & Solutions
Problem
Investors lacked unified visibility across asset classes and relied on manual spreadsheets for performance tracking — making it impossible to make informed rebalancing decisions quickly.
Solution
Zylo designed a unified portfolio intelligence platform with automated performance attribution, risk exposure visualization, and structured rebalancing workflow tools.
Process
Discovery
Portfolio data source audit
Risk framework design
Investor behavior research
Brokerage API assessment
Regulatory compliance review
Platform Architecture
Market data aggregation
Risk scoring model
Performance attribution logic
Rebalancing engine
Analytics dashboard structure
Implementation
API integration
Data validation
Performance testing
Beta investor rollout
System Architecture
A market data aggregation layer connects to brokerage APIs and market feeds — normalizing position data and feeding structured risk and performance analytics pipelines.
Interface Engineering
Portfolio dashboards surface asset allocation, performance attribution, risk metrics, and rebalancing recommendations in a clean, finance-grade visual layout.
Structured intelligence that turns portfolio data into confident investment decisions.
MOBILE-FIRST
EXECUTION
Mobile portfolio monitoring includes real-time price alerts, rebalancing approval workflows, and portfolio health summaries optimized for daily review.
UI Kit
Component library covers allocation pie charts, performance attribution waterfalls, risk heat maps, position cards, and transaction history panels.
AUTOMATION
FRAMEWORK
Portfolio rebalancing triggers, performance reporting, risk threshold alerts, and tax-loss harvesting signals are fully automated through the portfolio intelligence engine.
Design system
Results
+58%
Improvement in risk-adjusted portfolio performance
-64%
Reduction in manual portfolio review time
3.6×
Faster rebalancing decision cycles
87%
User retention after 12 months
Let's work together
3-day FREE trial to
get to know us
We offer a free 3-day structured collaboration sprint with one of our senior engineers. Evaluate our execution process, clarity, and technical thinking before committing.