Atominvest

Unlocking growth past 40,000 customers

Atominvest is an award-winning enterprise asset management software that powers 40k+ global users across 20k companies with $1trn+ AUM. CEO Hemal partnered with us to:

  • modernise the UI and UX

  • increase customer satisfaction

  • speed up feature release cycles

Watch case study:

There were 2 sides to this product, the admin and customer views. Here's the customer dashboard.

With beautiful spacing, charts and consistent colour palette.

We overhauled some areas like tasks to make them look less daunting.

Breaking complex, custom processes into a seamless, stepped UI

To ensure future consistency we built versatile table components in Figma. Filters, sorts and 20 different column types all controllable with simple toggles.

And built in chat and document collaboration

PDF previews that make handling and filling out a breeze

The admin UI is aimed at power users, so we compressed spacing without compromising usability

Whilst still ensuring a consistent approach to global elements like headers

We created a powerful design system with 1000's of elements ensuring consistent, rapid feature output.

"We went live with the new UI across our client base and we are getting great feedback. A big thank you to both you and Lucy for your awesome work and guidance on the UI/ UX."

Hemal Mehta

CEO

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©2024 Caboodle

©2024 Caboodle

©2024 Caboodle