Abdis
Kategoria
Custom Development
Klient
Abdis
Realizácia
3 weeks
For the investment company Abdis, we designed and developed a web application that connects a presentation website with a custom investment platform. In addition to the classic presentation of services and educational content about investing in precious metals, we built a registration module with an investment program, a client zone with an overview of investments, and an extensive administrative system to manage client portfolios. The project goes far beyond a standard presentation website. It is a complete tool that the company uses for the daily management of investments.
(VÍZIA)
The goal was to create a digital tool that would elevate Abdis from a traditional investment office to a modern platform. Clients should have the ability to register, set up an investment program, and monitor the development of their investments anytime and from anywhere. Investment advisors should have a comprehensive overview of all clients, their investments, and performance in one place. The website was not to be merely a showcase for the company, but a tool that streamlines its entire operation.
(PROBLÉM)
Investment companies focused on precious metals often manage clients through a combination of Excel spreadsheets, emails, and paper contracts. Advisors have an overview of investments only in their heads or in a table; clients do not have access to real-time status, and any change requires manual intervention. Our goal was to replace this system with a single tool where advisors see everything on a dashboard, and clients view their investments in real time. We also tackled the issue of trust. Investment websites often appear either too aggressive (exaggerated promises, unrealistic returns) or too sterile (lack of a human element). Abdis needed a website that communicates certainty and expertise without coming off as salesy.
(NÁŠ POSTUP)
We divided the project into three layers that work together as a cohesive whole. The first is the presentation layer, which communicates the security of investing in gold, builds trust, and educates visitors through an academy and educational content. The second is the registration-calculation part, where visitors create an account and set up their investment program according to their preferences: investment amount, horizon, and savings method. The third is the back-office system with an administrative dashboard for advisors and a client zone for investors. All three layers are interconnected, allowing data to flow seamlessly from the first contact with the visitor to the management of their investments years later.
(POTREBY UŽÍVATEĽA)
Beginning investors need to understand why to invest in gold, what their options are, and how much they should invest. The educational section and academy lead them to their decision. The registration module allows them to set up a program according to their capabilities. Existing clients need to see how their investments are performing, when their next payment is due, and how to contact their advisor. The client zone provides these answers immediately. Investment advisors need to keep track of all clients' portfolios, know who needs a reminder, who has upcoming expirations, and what the overall performance is. The administrative dashboard provides all this in one place.
(VÝZVY)
The most technically challenging project in our portfolio. The biggest challenge was to combine marketing presentation with a robust investment platform in one website. The presentation part must appear trustworthy and professional, as investing in precious metals is a sensitive topic where trust is paramount. At the same time, the registration module and client zone must function reliably and securely since they handle real financial data. The administrative system had to meet complex requirements: a dashboard overview of all clients' investments, calculations of profits and commissions, contract management, a reminder system for payments and contract expirations, and additional internal tools. Each of these functionalities had to work flawlessly, as any error in the financial system directly impacts the business.
(USER CENTRIC)
The platform serves two groups with completely different needs. Clients need a simple way to start investing. Registration and setting up an investment program guide them through the process step by step without requiring an understanding of financial terminology. After registration, they have an overview of their investments, deposit history, current value, and communication with their advisor in the client zone. Investment advisors need an effective tool for managing dozens or hundreds of clients. The dashboard displays the status of investments, upcoming events, necessary reminders, and profit calculations. What previously took a whole day in spreadsheets can now be accomplished in minutes.
