LIQVEST

Overview & Objective

LIQVEST is built to streamline private market trading by combining transactions, compliance, and portfolio management into a unified platform.

The objective was to simplify complex workflows, improve data clarity, and enable users to make faster, more informed decisions.

The Problem

Private market platforms often involve fragmented workflows, complex data structures, and heavy compliance requirements.

This creates friction for users trying to manage transactions, track order status, and understand financial data efficiently.

Design Approach

The approach focused on breaking down complex workflows into structured, predictable flows and improving information hierarchy across the platform.

Critical data such as pricing, order status, and execution details was prioritized to support faster decision-making.

Modular components and simplified navigation helped reduce cognitive load and ensure consistency across the product.

Key Features

• Real-time portfolio tracking and insights

• Structured order and transaction workflows

• Integrated compliance and verification flows

• Clear data visualization for financial decision-making

• Scalable design system for consistency

Key Screens

Clear portfolio insights

Designed to provide a clear view of asset allocation, performance, and portfolio distribution.

Data visualization reduces cognitive load and enables faster, more informed decisions.

Structured order management

Orders are structured into active, executed, and cancelled states, allowing users to track transactions efficiently.

Critical data such as price, quantity, and execution status is prioritized to support quick decision-making.

Challenges

Balancing complex financial data with usability while ensuring the interface remains clear and intuitive.

Handling high-density information and compliance requirements without overwhelming users was a key challenge.

Solution

A modular and structured interface was designed to unify workflows, improve navigation, and create a consistent experience across the platform.

The focus was on reducing friction and improving clarity in complex user interactions.

Outcome

The final product delivers a structured and intuitive experience that simplifies private market trading workflows.

Improved data clarity and navigation enable users to track transactions and portfolio performance more efficiently, supporting faster and more confident decision-making.

"Designing systems that make complex products feel simple".