In the design of the CasparLine platform, we referred to the sources in search for knowledge on the functionality of the potential solutions, conducting in-depth usability tests of the among various user groups. Above all, the Clients for whom it is dedicated, as well as sales directors, working with it on a daily basis. The outcome of these work is a state-of-the-art and efficient tool for ongoing online investment monitoring with unlimited insight into the state of the investment portfolio.
Thanks to both the platform and the mobile app, clients gain unlimited access to it from any place worldwide. In the current conditions of hindered ability to arrange meetings with account managers, this is more than convenient, as investors have found out.Speed of operation and security are ensured through the use of PWA technology.
The summary of the portfolio in the dashboard view offers convenient access to all basic data in multiple portfolios: their structure and change history, the return on investment and asset quotes in the given time, with a transparent presentation in the form of interactive diagrams.
The full presentation of the portfolio structure is displayed within a user-defined time range. In addition to historical data, they provide full and dynamic information on the investment content, divided into types, markets and currencies.
The specialists at Caspar Asset Management prepare investment comments and analyses on a regular basis to keep the customers always up to date with the market situation. Market updates and comments always remain available in the dedicated zone. All in the form of a user-friendly, categorized database.
The users have access to important materials relative to portfolio management. These include documents tagged according to a category, such as statements of operations and reports, portfolio valuations, regulations and others.Customers are informed about the appearance of new materials thanks to the notification system.
Given the importance of user feedback and positive user experience, the proposal to complete the service quality assessment survey is displayed periodically.
Specialists in the industry and professional in every way - as we may describe our Client. Therefore, we wanted that description to be matched by the designed solution. Learn more about how CasparLine works, along with a presentation of the tool and its basic functions in a short tutorial on the platform.
We completed the CasparLine platform and app using the CakePHP 3 framework and Docker containerisation system, which ensured flexibility, mobility and safety of the app. From the front-end side, we used Vue.js, which ensured high reactivity of the app and smooth operation.
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