Interactive Alternative Investments
Bluerock Funds is a real estate and investment management company who wanted to create an updated version of their Asset Allocator tool. The Asset Allocator was meant for investors to compare a traditional 60% Stocks / 40% Bonds portfolio to one that included Alternative investments – such as the ones offered by Bluerock Funds.
The old Asset Allocator tool required the user to input the values and then manually initiate the calculation of the new values by clicking a button. We worked together to create an updated version that was more interactive and ‘intuitive’, allowing the user to make more granular choices on-the-fly, and providing better visualizations so they could directly see the impact as they changed the values.
In addition, the old Asset Allocator tool needed some updates to the calculations, and the method that the outputs were calculated. I provided a way for them to update those calculations, and use a framework and structure that allowed them to scale when more tools were needed.
Stack: AngularJS, Bootstrap, Highcharts