Fintech
Cashel Family Office
Wealth management portfolio portal
company
Softobiz Technologies Pvt. Ltd.
period
2021 – 2023
type
Fintech
// 01 — overview
Built client portfolio dashboard for wealth managers, rendering asset distribution graphs and investment tracking systems.
// 02 — the problem
Asset managers needed clear visual representations of complex financial asset classes under active management.
// 03 — the approach
Integrated charting libraries with highly customizable tooltips, mapping visual layouts directly from Figma design system guides.
// 04 — the result
Successfully shipped interactive financial charts with responsive layouts for key wealth advisors.
// stack
ReactJSSCSSFigmaData Visualization