Fiduciary Management Platform
Website, Funds Administration, Investment Services
Agency & Year
XP Inc. // 2022
The XP Investments Fiduciary Management platform is a new website includes key features like a single log in for multiple trustee managers, tracking of funds status, filters, register new funds.
Our research identified 2 primary problems to solve at the first shipping phase
Investment fund managers have more than one company identification number to follow up. People agreed having multiple accounts to log in was tiring.
The platform was outsourced from another company that developed the APIs, being feature limited and without any link to XP visual identity and design system.
How might we build an innovative platform that better support our clients to manage their funds?
We converted our key problems into opportunities to solve during the redesign.
Develop a innovative and shippable MVP baseline experience for Fiduciary Management Services. This meant supporting a minimal feature-set that could be built, tested and shipped in 6 months.
The new platform must support our clients to make their best decisions for their funds, facilitating for them to manage every step of the process.
We must reach product-market within 12 months and become a reference before growing to other features.
SOMA Design System
The backbone of the new platform was based on XP Inc. Design System, SOMA. The design system was built specifically to be reusable in different platforms, brands and devices, ensuring consistence and an agile deliver.
The new platform presented the key-features to be shipped