YSystems helped us to define and bring to life complex relation management dashboards for creating and managing CAP tables and Waterfalls for PE firms and company owners. He created design system and defined “ways of working” for developers to incorporate designs into code. They designed our marketing website and our pitch decks. His high quality of work, adhering to deadlines and ethics are outstanding and I would recommend working with him to anyone who knows the importance of quality UX/UI design with in-depth understanding of business functions and companies OKRs.
Joel Arnell
CEO
YSystems helped us to define and bring to life complex relation management dashboards for creating and managing CAP tables and Waterfalls for PE firms and company owners. He created design system and defined “ways of working” for developers to incorporate designs into code. They designed our marketing website and our pitch decks. His high quality of work, adhering to deadlines and ethics are outstanding and I would recommend working with him to anyone who knows the importance of quality UX/UI design with in-depth understanding of business functions and companies OKRs.
Joel Arnell
CEO
We redesigned Dealstack’s platform by creating intuitive dashboards that simplified investor onboarding and portfolio management. By balancing minimal design with advanced tools, we transformed traditionally complex processes into a seamless digital experience.
We redesigned Dealstack’s platform by creating intuitive dashboards that simplified investor onboarding and portfolio management. By balancing minimal design with advanced tools, we transformed traditionally complex processes into a seamless digital experience.
Creative сhallenges
The primary challenge for Dealstack was transforming traditionally manual, complex investment management processes into a streamlined, digital experience.
These processes, often handled by costly specialists, needed to be reimagined in a way that made them accessible to a broader audience without sacrificing functionality. The goal was to create minimalistic yet powerful dashboards that simplified investor onboarding and portfolio management. The design had to strike a delicate balance between being as intuitive as signing up on a website while incorporating the sophistication required for managing investments, presenting data in a manner that was both user-friendly and actionable.
Creative сhallenges
The primary challenge for Dealstack was transforming traditionally manual, complex investment management processes into a streamlined, digital experience.
These processes, often handled by costly specialists, needed to be reimagined in a way that made them accessible to a broader audience without sacrificing functionality. The goal was to create minimalistic yet powerful dashboards that simplified investor onboarding and portfolio management. The design had to strike a delicate balance between being as intuitive as signing up on a website while incorporating the sophistication required for managing investments, presenting data in a manner that was both user-friendly and actionable.
Simplifying Investment Management with Intuitive, Minimalist Dashboards
The solution for Dealstack centered on designing intuitive, minimalist dashboards that transformed complex investment management processes into a seamless digital experience. The interface was crafted to balance simplicity and functionality, guiding users effortlessly through onboarding and portfolio management. With a focus on visual clarity, the dashboards resembled familiar tools like spreadsheets but integrated advanced options for deeper analysis and decision-making.
Custom visualization tools were developed to present complex data in an easily digestible format, enabling users to track performance and manage investments confidently. Extensive user testing ensured the design met the needs of both novice and experienced investors, creating a platform that felt approachable yet sophisticated. This thoughtful approach bridged the gap between accessibility and depth, making Dealstack a standout solution in the investment management space.
Simplifying Investment Management with Intuitive, Minimalist Dashboards
The solution for Dealstack centered on designing intuitive, minimalist dashboards that transformed complex investment management processes into a seamless digital experience. The interface was crafted to balance simplicity and functionality, guiding users effortlessly through onboarding and portfolio management. With a focus on visual clarity, the dashboards resembled familiar tools like spreadsheets but integrated advanced options for deeper analysis and decision-making.
Custom visualization tools were developed to present complex data in an easily digestible format, enabling users to track performance and manage investments confidently. Extensive user testing ensured the design met the needs of both novice and experienced investors, creating a platform that felt approachable yet sophisticated. This thoughtful approach bridged the gap between accessibility and depth, making Dealstack a standout solution in the investment management space.
Latest projects
Graphic design
Mobile app UI/UX
Website design
Transforming PepsiCo's B2B eCommerce Platform
Discover how YSystems redesigned PepsiCo's B2B eCommerce app, integrating seamless UX, payment systems, and a scalable design system for global markets.
Graphic design
Mobile app UI/UX
Website design
Transforming PepsiCo's B2B eCommerce Platform
Discover how YSystems redesigned PepsiCo's B2B eCommerce app, integrating seamless UX, payment systems, and a scalable design system for global markets.
Bank
Crypto
Financial services
Crafting a Seamless Digital Banking Experience
Discover how we revamped Xapo Bank’s platform with a rebuilt design system, streamlined user flows, and modern branding to enhance usability and trust.
Bank
Crypto
Financial services
Crafting a Seamless Digital Banking Experience
Discover how we revamped Xapo Bank’s platform with a rebuilt design system, streamlined user flows, and modern branding to enhance usability and trust.
Latest projects
Graphic design
Mobile app UI/UX
Website design
Transforming PepsiCo's B2B eCommerce Platform
Discover how YSystems redesigned PepsiCo's B2B eCommerce app, integrating seamless UX, payment systems, and a scalable design system for global markets.
Bank
Crypto
Financial services
Crafting a Seamless Digital Banking Experience
Discover how we revamped Xapo Bank’s platform with a rebuilt design system, streamlined user flows, and modern branding to enhance usability and trust.
