Finnova Investment Cockpit

Finnova Investment Cockpit

About the project

Finnova AG is a leading Swiss provider of core banking software, serving private banks, wealth managers, and investment firms across Switzerland and internationally. The Investment Cockpit represents a modern approach to portfolio management, designed specifically for Swiss banking requirements and regulatory compliance.

  • Built for Swiss private banks and wealth management firms
  • Integrated with Finnova's established core banking ecosystem
  • Designed for professional portfolio managers and relationship managers

The application required sophisticated financial modeling capabilities, real-time data processing, and an intuitive interface that could handle complex portfolio structures while maintaining the precision required for institutional wealth management.

  • Angular-based modern web application architecture
  • Advanced data visualization for portfolio analytics
  • Real-time integration with market data and core banking systems
  • Responsive design optimized for professional workflows

What we did

My work on the Finnova Investment Cockpit encompassed the complete design and development lifecycle, from initial UI/UX concepts to production deployment within the Finnova ecosystem.

  • UI/UX Design System: Created a comprehensive design system with reusable components optimized for financial data visualization and portfolio management workflows
  • Portfolio Analytics Dashboard: Designed and implemented advanced data visualization components for portfolio performance, asset allocation, and risk metrics analysis
  • Angular Development: Built a modern, responsive web application using Angular framework with TypeScript for type-safe financial calculations

The technical implementation focused on creating a seamless integration with Finnova's core banking infrastructure while delivering an intuitive user experience for portfolio managers.

  • Real-time Data Integration: Implemented live data feeds from Finnova core banking systems for up-to-date portfolio valuations and market data
  • Portfolio Rebalancing Tools: Developed sophisticated algorithms and interfaces for portfolio optimization and rebalancing recommendations
  • Configurable Reporting: Created flexible reporting system allowing banks to customize portfolio reports for their specific client requirements
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