Case Study: AusFunds Management

Investment Returns Calculator



Industry:
Financial Services
Project:
Investment Returns Calculator
Device:
Desktop, tablet

Introduction


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AusFunds is an Australian fund management and advisory firm, established to capitalise on the unique investment and property development expertise and experience of the AusFunds team over the last 25 years. Their team mission is to create innovative investment products related to Australian residential and commercial real estate, for the benefit of property investors seeking to diversify and optimise their investment portfolio returns.

What we did


  • Business requirements analysis
  • UX research and interface prototyping
  • Developed a responsive web application
  • Thorough QA testing & performance optimisation

Technologies


  • Angular4
  • Bootstrap 4
  • Nginx proxy server
  • MySQL

“We were under time pressure due to a pre-arranged marketing presentation. Lumi IT was extremely efficient, from the briefing through to the design and production of the Investment Calculator. The final product is exactly to our requirement and enabled us to have a very successful presentation.

I am most impressed with Lumi IT's professional approach, their flexibility, project management, and technical skills. I highly recommend Lumi IT to anyone who wishes to fulfil their dream app.”
Andrew Chappell

Non-Executive Director, AusFunds Management


Project Details

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The Client’s Challenge

The company required a new funds product (AusFunds Fractional Property Investment Platform) based on a complex financial model. Feedback from a distribution channel also indicated that it would help clients tremendously if they were not required to know all the intricacies of the investment process.


The concept of an Investment Calculator evolved from this idea, one with all complex formulae and figures hidden behind-the-scenes. Investors would only need to input their speculated market performance and the calculator would then calculate the expected return on their investments.

The Results

Working in close collaboration with the executive team at AusFunds, we delivered a high-performance platform utilising agile methods with swiftly changing priorities.

ausfunds investment management case study mockup

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