A way for investors to view their balances and performance
A commodities firm solution to providing financial information more easily
We built this financial services app from scratch based on the need that this commodities fund management company had to provide the ultimate source for their client’s balances and fund performance. Everyone wants to know what’s going on with their money, and FLOW provides a personalized, customizable solution to provide that need.
It was envisioned as a cloud-based solution with a dashboard showing hedge portfolios to clients. The financial services app was a response to difficult markets; people wanted to have a better idea of what was going on with their funds. Now it’s an indispensable tool for Aegis and it’s clients, saving time in reporting and showing more, and deeper financial details.
By solving a problem that the end-user had, we were able to establish trust with the client. If they can visualize and understand the data on their account, it implies that they can trust the company that provides that data.
WebCreek creates custom financial services portals that help clients and customers visualize their data in a user-friendly way. Making your customer’s data understandable helps them make better decisions based on their data. Presenting data in a clear and intuitive way also helps to reduce support calls and requests for help.