Baumann & Partners, 2024

A modern investor customer portal, replaced and migrated.

For the Luxembourg-based wealth manager Baumann & Partners, we replaced the old custody-account frontend with a modern, responsive web portal: login, portfolio and analysis views, document box, with phased migration.

Building a project like this View project

Third step of initial registration with a progress indicator across registration, identification and password, two password fields, and the requirements for setting a password.

Login screen of the investor portal with the line Sustainable action requires independence, fields for login name and password, and the Log in button.

Screens

This is how it looks.

A selection of screens from the product. Swipe through.

Login screen of the investor portal with fields for login name and password, a remember-me toggle, and the forgot password link. — Login screen of the new portal

Inline help for the question of where to find the login name, referencing the securities account opening letter and an example number sequence. — Help in context instead of on a separate page

Confirmation that identification was successful, with a checkmark, a note about the password-setup email, and the 'To homepage' button. — Identity confirmed, process can be interrupted

Password creation as the third step, with two password fields and the spelled-out requirements for length and character types. — Password creation with spelled-out rules

Problem

What we did.

UI/UX concept, screen design and technical proof of concept, then implementation: initial registration and login with identification and lockout logic, document box with dynamic filtering, portfolio view with analysis charts, and gradual migration of the legacy application via a reverse proxy.

Effect in figures

Which was measurable in the end.

01 PoC live Investor portal

02 React / Remix New web frontend

03 Reverse-Proxy Step-by-step migration

Information

How it was built.

Platforms: Web
Mobile (responsive)
Tech Stack: React
Remix
Tailwind
Keycloak
Architecture: New responsive web frontend with Keycloak auth, gradual migration of the legacy application via a reverse proxy.
Duration: Approx. 10 months