Interactive Figma Prototype to Custom WordPress CRM for a Fintech Platform

Invest.in

This project encompasses the end-to-end creation of a custom CRM system for investment advisors, starting from a high-fidelity Figma prototype to a fully functional WordPress platform. The solution features a secure administration interface with dynamic yield calculators and an integrated news hub to keep professionals up to date on market trends.

View prototype

Works
- User Experience Design
- User Interface Design
- WordPress Development
- Web Development
- Server Setup
- Brand Design
- Logo Design
- Prototyping
- Icon Design
Modules
- Contacts
- Blog
- Events
- Projects
- Services
- Applications
- Inquiries
- Partners
- Users
Client

Invest.in
Location

Czechia

Investment advisors often struggle with fragmented tools and spreadsheets that make data presentation difficult and error-prone. The client required a centralized digital environment to securely manage sensitive project data alongside up-to-date financial news.

My goal was to design and build a unified dashboard that simplifies complex financial scenarios. I focused on developing a precise investment calculator that visualizes yield and commissions in real time, helping advisors present clear, trustworthy data to their clients.