Fundamental Web App Design | Now Boarding Digital

Hero image of the Fundamental Software desktop and mobile app dashboard.

Fundamental’s investment web app empowers fund managers to make quick, data driven decisions for their clients.

Through automation, Fundamental removes the need for manual statistical analyses, heavy calculations and time-intensive comparisons. Their mission is to give fund managers the tools to excel at their work and still have time for the ‘life’ part of work-life balance.

The Challenge

A collage of the Fundamental Software web app on desktop showing the user flow between the individual screens

Help users navigate endless data

Our task was to turn Fundamental’s streams of data and complex functionality into a simple web app.

Fundamental's intelligent software was data heavy, busy and difficult for fund managers to use. Our challenge was to work out how display the data in a way that helps fund managers do their jobs in a quick, clear and intuitive way. And then, to ensure that it was as simple on mobile.

The Solution

Fundamental Software mobile screen showing a holdings exposure costs.

Managing multiple client portfolios

We created simple views with intuitive navigation and seamless switching. Users also now have the tools to group clients into larger database or see them individually.

Fundamental Software desktop screen allowing the user to create a new view of their company enquiries

A quick overview with customised views

We made it convenient and simple for users to customise and save quick views, giving them easy access to the info they need. Each view displays data in a clear and visually engaging way, and users can toggle between different views and easily switch between clients.

Fundamental Software desktop screen showing a dashboard of the users daily view and a regional map showing the allocation of assets and exposure total

Graphs that paint a holistic picture

To empower fund managers to make fast, data-driven decisions, we designed dashboards that aggregate relevant information. This high-level view gives fund managers snapshots of their portfolio and performance.