Fund Administrator Concierge Technology (FACT)

FACT is an AI-oriented fund administrator concierge system designed to help administrators manage clients, automate workflows, and make smarter decisions. It provides a seamless experience for tasks like Setting up NAV, Reconciliation, Valuation, Capital tracking, Scheduling reports and Analyzing trends

Key Features

• AI-Driven Insights: Automates repetitive tasks and provides intelligent recommendations.
• Dynamic Dashboards: Real-time data for client and fund management.
• Comprehensive Reporting: Simplifies NAV, reconciliation, and valuation workflows.
• Cross-Platform Performance: Built with Electron, ensuring seamless operation on any device.

Wireframes and Implementation

For FACT, I designed high-fidelity wireframes to define the user experience and workflows clearly. These designs served as a foundation for implementation using Angular and Electron.

I focused on:

• Crafting wireframes to align with user-centric workflows.
• Developing reusable components and modular UI systems using Angular.
• Leveraging Electron for a cross-platform experience that ensures reliability and performance.
• Building a design system that balances functionality and aesthetics.

Contributions

My role in FACT included:

• Pitching ideas and designing an AI-oriented system that redefines fund administration workflows.
• Designing high-fidelity wireframes to ensure clear, actionable user experiences.
• Building the solution with Angular and Electron, ensuring scalability and cross-platform compatibility.
• Developing features to automate and simplify critical tasks like NAV setup, reconciliation, valuation, and trend analysis.
• Establishing a modular architecture that streamlined development and enabled future scalability.
• Mentoring team members in Angular best practices and fostering a culture of clean, maintainable code.