Case study

Making the investor journey consistent from onboarding to reporting

StarCompass is a unified digital ecosystem for investment firms, bringing branding, onboarding, reporting, and portfolio tools into one consistent experience across the investor lifecycle.

The story behind

Investment firms rely on a wide range of disconnected tools: websites, portals, documents, emails, and standalone calculators. These fragmented experiences increase cognitive load, slow down decision-making, and weaken trust.
This project explores how a single, well-designed ecosystem can unify all investor touchpoints into one coherent system — visually, structurally, and behaviorally — creating clarity, continuity, and confidence at every stage.
Client
Global Investment Firm
Industry
Investment Technology
Duration
6 months
services
Product Design, UX Strategy, Design Systems, Data Visualization

Responsive branded website as the first investor touch

We designed the website to function as a strategic entry point into the StarCompass ecosystem, directly supporting trust-building and conversion goals.

By aligning the website’s structure, visual language, and interaction patterns with the core platform, we ensured a seamless transition from initial discovery to product engagement.

This approach reduces onboarding friction for prospective LPs, reinforces long-term credibility, and enables scalable growth without creating separation between brand presence and product experience.

Investor onboarding from first access to activation

We designed the onboarding experience to maintain continuity from first engagement through account activation, supporting investor confidence at a critical decision point.

The flow is structured as a guided, step-by-step process that clarifies requirements, progress, and next steps. By breaking complex compliance and verification into clear stages with explicit status feedback, the onboarding reduces uncertainty, reinforces transparency, and positions compliance as a trust-building experience rather than a procedural obstacle.

Investor portal as the daily control center

The dashboard addresses the need for a single, reliable investor touchpoint. It surfaces critical financial activity and performance data upfront, enabling quick understanding and confident action.

By prioritizing high-value information while keeping deeper detail accessible, it supports frequent use and serves as a clear entry point to reports, documents, and operational tools across the ecosystem.

Investor communication through reports and notifications

The reporting and communication flow supports the business need for clear, repeatable investor communication at scale.

By standardizing reports within the platform and aligning emails with the product experience, it reduces manual effort, improves information clarity, and increases engagement.

Direct links between notifications and the platform ensure timely access to relevant data, strengthening investor trust while minimizing support and follow-up overhead.

Investment tools within a unified system

The extended toolset addresses the need to scale functionality without increasing complexity.

Applications like Fund Explorer and the Ladder Calculator enable informed decision-making through structured comparison and guided analysis, while remaining fully integrated into the core platform.

From fragmented touchpoints to unified investor experience

How AI automation and data intelligence transformed investment workflows into a faster, more scalable, and insight-driven process.

Seamless Investor Journey

A continuous and connected experience across website, onboarding, portal, reports, and tools — without friction or repeated learning.

Operational Clarity

Clear structure, predictable layouts, and unified data logic help investors quickly understand their position and next actions.

Scalable Ecosystem

New tools, reports, and insights can be added without breaking the experience — the system is designed to scale over time.

Trust Through Consistency

Consistent visuals, interactions, and communication reinforce credibility in a high-stakes financial environment.

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