Fatigued UX Turned Into Innovative Market Leadership: Transforming Legacy Financial Platform With $2 Trillion in Assets Under Administration
With years of market dominance, this financial services leader had overlooked user experience in their proprietary calculation platform. Outdated interfaces made financial analysis slow and frustrating, ultimately threatening their market leadership as new competitors emerged. Euvic leveraged breakthrough visualization technology to modernize their legacy software and deliver a next-generation UX - transforming complexity into clarity and cementing their position as an industry leader.
- $54B+ in platform assets secured through modernized UX during critical growth phase
- 20+ years of legacy tech debt eliminated while maintaining calculation accuracy and 11% annual market growth
- 7+ mission-critical modules redesigned and launched, powering 25 of world's top 30 PE firms
Our client operates as a specialized financial technology platform within a global financial services group: a leader in alternative investment solutions serving financial institutions across 38 offices in 21 countries with over 5,500 employees worldwide and over $2 trillion in assets managed. The platform specializes in waterfall calculations and carried interest allocations, providing scalable solutions that enable clients to analyze and leverage complex financial data.
This project was a case of the classic innovator's dilemma. The client’s specialized financial calculation platform held such a unique market position that clients had no viable alternatives, creating unprecedented market strength that inadvertently bred strategic vulnerability.
Initially, the client approached Euvic for a straightforward interface redesign: make the existing screens easier to use without changing underlying functionality. However, our discovery process revealed deeper strategic opportunities that would transform the engagement from a simple design refresh into a comprehensive platform transformation partnership.
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While the client held a market monopoly so complete that user experience had become an afterthought. For years, their proprietary financial tools were the only option available, creating a dangerous comfort zone where interface design took a backseat to functional superiority. But as new competitors emerged, this sense of security began to threaten everything they'd built.
- Financial professionals were forced to parse data through interfaces that were massively outdated from decades past, hunting for critical information buried in overwhelming tables.
- Complex calculations required users to manually track their position across thousands of interconnected data points without visual guidance or intuitive navigation systems.
- The platform lacked consistent design patterns, turning routine investment analysis into a cognitive burden that slowed expert decision-making.
- Internal teams struggled to agree on interface improvements, often requiring external facilitation to reach consensus on basic usability requirements.
- Legacy thinking had created technical debt that made adding new features risky and time-consuming, while competitors began offering comparable functionality with superior user experiences.
What started as market strength had evolved into strategic vulnerability. The client needed to transform their platform from a necessary evil into a competitive advantage, modernizing complex financial interfaces without sacrificing the calculation accuracy that built their reputation.
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Euvic recognized that the client didn’t just need a refreshed design solution, they needed a strategic transformation involving both technical innovation and deep expertise. Rather than simply applying modern aesthetics to outdated interfaces, Euvic became a strategic partner who helped the client discover what they truly needed while building breakthrough solutions that secured their spot far beyond the competition.
Our partnership began with trust-building through careful redesigns of existing screens, proving we could enhance usability without breaking complex financial logic. As confidence grew, we evolved into strategic consultants, facilitating internal discussions and helping stakeholders articulate requirements they couldn't previously define.
The breakthrough innovation was our Roll-Up Change Set Editor, a revolutionary data visualization system that transformed thousands of interconnected financial data points from incomprehensible Excel sheets into intuitive, interactive maps. This subway-style interface allowed users to navigate complex hierarchies through drag-and-drop interactions, zoom controls, and visual connection mapping.
Some of the key solutions implemented included:
- Complete platform modernization: Redesigned seven major modules, including LP waterfall, GP carry, and forecasting systems with consistent navigation and visual hierarchy.
- Strategic consultation evolution: Transitioned from design executors to requirement discovery partners, often facilitating client decision-making processes during complex stakeholder alignment sessions.
- Custom visualization development: Built proprietary data mapping tools that didn't exist anywhere in the financial sector, turning the client's biggest weakness into their strongest differentiator.
- Full-stack integration: Connected new frontend experiences seamlessly with existing calculation engines and database systems, ensuring zero disruption to critical financial operations.
- Progressive partnership growth: Established ongoing collaboration model where the client regularly returned for additional functionality beyond the original scope.
Our engineering team was carefully selected for their ability to work within complex financial systems while delivering cutting-edge user experiences:
- Senior UX/UI Designer: Led strategic consultation, facilitated client discovery sessions, and designed breakthrough visualization interfaces
- Full-Stack Developers: Handled frontend React development and backend Node.js implementation with financial system integration
- Technical Lead: Coordinated development efforts and ensured seamless integration with existing infrastructure
- QA Engineers: Conducted comprehensive testing for financial accuracy and user experience validation
- Project Leadership: Agile methodology implementation with regular client communication and milestone delivery
The team operated as true partners, spending weeks on individual functionality discussions to ensure every detail met both technical and business requirements.
Euvic helped the client move into a position of innovation and market leadership. With breakthrough visualization tools and a strategic partnership approach, their team is positioned to maintain a competitive advantage through superior user experience rather than unique functionality alone.
- Complete Platform Transformation: Successfully launched 2.0 version of the software with enhanced UX across 7+ major modules, eliminating the "Excel from 15 years ago" user experience.
- Market-First Innovation: Delivered the Roll-Up Change Set Editor, a visualization tool that didn't exist anywhere in the financial sector, handling thousands of interconnected data points through intuitive interfaces.
- Ultimate Client Validation: Client inquired about transitioning our entire 6-person team to full-time positions, showcasing the value and trust established during collaboration.
- Strategic Partnership Evolution: Transformed from design vendor to trusted innovation consultant, with the client regularly returning for additional functionality development beyond the original scope.
- Scalable Foundation: Built modern, maintainable architecture enabling rapid future feature development and continued platform evolution.
- Competitive Advantage Secured: Turned potential UX liability into a market differentiator, future-proofing their position against emerging competitors.
Modernizing a legacy platform isn't just about improving interfaces, it's about reimagining how complex data becomes actionable insight. With breakthrough visualization tools and a strategic partnership approach, the client is no longer held back by yesterday's user experience limitations. They're equipped to maintain market leadership through innovation, with the confidence to keep pushing boundaries in financial technology.
