Sapia Access is a model portfolio platform that allows easy management of client accounts alongside sophisticated portfolio management tools for investment managers. They needed a platform built that would be ideal for advisers whose models are managed by a third party and they needed it to be quick, intuitive and easy to use.
see the website
Client: Sapia Access
Website URL: http://sapiaaccess.co.uk
how we tackled it
We worked through their initial wireframes and requirements to build the basic structure of the platform in a manner that allowed access through tablets and smartphones. Then through many stages of iteration and refinement we managed to focus on what was important and what wasn't to make the platform as efficient as possible.
Currently in the demonstration phase, Sapia Access has had good feedback from various interested parties. We hope that the full implementation will continue to attract new users which in turn will result in further iterations of the current platform.
"We love working with new ideas and platforms in their infancy stages, so we are very happy with the results so far and hope that Sapia Access continues to grow."
Pass it on...
We keep costs down by doing great work for our clients who pass the good news on. We don't have a marketing budget. If you think you know someone who would be interested in a project like this, then please pass this onto them.