Wealth Management Explained
Cadro is a modern investment management company with a fresh approach to wealth management. They combine technology with personalised services to make the financial investments transparent and understandable for everyone, from individuals to institutions. Their digital tools offer wealth management solutions, private market investments, and multi-asset portfolios. Cadro sets itself apart with a community-driven approach, offering resources, connections, and engagement through their app and the Cadro Club. Their goal is to redefine investment management for the 21st century through technology, accessability, and inclusivity.
We built their mobile and web app for clients, and an admin portal.
Technical Research
CUSTODIAN ARCHITECTURE
We examined the custodian system to provide secure, efficient handling of investments, ensuring a structure that meets Cadro’s operational needs.
SECURITY
We focused on implementing advanced encryption and access controls, protecting sensitive financial data during both transfer and storage.
information architecture
We designed a streamlined information layout, making complex financial data easily accessible and offering smooth navigation across all user and admin interfaces.
Information Architecture
Workshops on Financial Language
We conducted workshops to deepen our understanding of financial terminology. This is how our team was able to create a relevant information structure that resonates with users.
Use Case Analysis
We explored various user scenarios to identify needs and pain points, allowing us to design an information architecture that effectively addresses real-world challenges.
Feedback and Iteration Sessions
We conducted focused design review sessions with financial experts to evaluate our information architecture. With their insights we refined the structure to meet the industry standards and improve usability for clients managing complex financial data.
design
Making Complex Investment Information Accessible
For many, the world of investment and wealth management can be intimidating. Our mission was to create an app that feels both premium and approachable, turning intricate financial data into a format that’s easy for anyone to grasp. Every interaction had to balance sophistication with clarity, helping users feel confident in their financial journey.
Bringing Data to Life
Data visualisation is a vital feature of the app. We crafted visuals that don’t just show numbers but tell the story behind the investments, making it easy for users to understand how their assets are performing at a glance.
Unified Brand Experience
Partnering closely with Cadro’s branding agency, we ensured that every aspect of the app feels consistent, from colours to user flows, creating a cohesive experience that resonates with users across all points of contact.
Seamless Mobile Adaptations
Adapting the web app for mobile meant prioritising clarity on smaller screens. We streamlined layouts and optimised designs, to give the users the same high-quality experience on mobile as they enjoy on desktop.
A Clean, Elegant Design
Our UI design had to reflect Cadro’s premium feel. Through minimalist, refined visuals, we achieved a clean interface that not only looks beautiful but boosts user interactions, making the app feel both professional and engaging.
Personalized Investment Insights
We built a content distribution engine which empowers Cadro to deliver tailored investment information directly to their customers. Advisors can upload and share insights based on individual portfolios, providing real-time commentary on relevant world events. Clients receive instant notifications whenever new content is added, ensuring they stay informed and engaged with their investments. This system enhances communication and fosters stronger relationships between Cadro's clients and their customers.
Cadro: access to industry leading advice
"They’re not the kind of team to whom you can give a project and come back three months later. Kaldi has to be a part of your team."
Nataša Williams
CEO, Cadro
migration
Transitioning to a New Custodian System
When Cadro decided to switch to a new custodian system, the transition had to be smooth and flawless. Through a comprehensive approach, our team focused on understanding the new system's API architecture, revising the admin panel, and enhancing data flows, all while prioritising project management to keep the process organised and efficient.
New System Discovery
We thoroughly researched the new custodian system to understand its functionalities and API architecture, laying the groundwork for a successful transition.
Upgrading to Vue 3.0
We upgraded the admin panel to Vue 3.0, boosting performance and providing a more responsive user interface for managing complex financial data.
Revising and Redesigning the Admin Panel
We reviewed and redesigned the admin panel to improve usability and incorporate the features of the new custodian system, providing intuitive navigation and accessibility.
Project Management and Data Migration
We focused on effective project management by defining timelines and tasks for both operations and development. This preparation enabled a smooth testing phase and a successful migration of live data from the old system to the new one.
Cadro; Migration plan and strategies
Integrations
twilio
sendgrid
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