Illiquid Assets Management & Valuation Platform

The situation

Illiquid assets represent trillions in global AUM but remain among the hardest to value, monitor, and trade. The tokenised real-world assets market is projected to grow from $3.2B in 2024 to $21.8B by 2033. Most fund managers still run on spreadsheets and quarterly valuations.

The client was a $10M-funded global FinTech with 30+ years of domain expertise — but a product suite that was technically strong and UX-poor. Complex tools for sophisticated users had been built by finance experts, not product teams. Adoption was limited as a result.

The problem

• Complex product suite for monitoring, simulating, and projecting illiquid assets — but poor UX limiting adoption across user types
• Government funds and banks require on-premise deployment incompatible with standard SaaS delivery
• 30+ years of cross-domain finance expertise encoded in manual processes with no automated simulation using live market data
• Products needed to serve diverse segments (funds, credit, corporates) with different asset sizes and management needs
• High-value B2B product required rigorous testing and validation to gain sovereign fund approval

What we built

JWS engineers embedded with the client team to manage architecture, scaling, and security — not as external consultants but as part of the product delivery team.

• Multi-product PaaS — tiered offerings for different user segments based on fund sizes and asset types
• Automated simulation — live market data integration powering real-time asset valuation projections
• Proprietary algorithm — 30+ years of finance expertise encoded into automated analysis
• Portfolio monitoring — continuous tracking with volatility alerts and value projection modelling
• On-premise deployment architecture meeting sovereign fund and large bank security mandates
• UX redesign — comprehensive study transforming complex finance tools into intuitive interfaces
• Multi-persona design — distinct journeys for fund managers, credit analysts, and corporate treasurers
• Onshore support resources deployed in multiple countries for government client servicing

The outcome

5+ government fund deployments secured. 50+ institutional clients live. 4 additional products now in development off the back of this engagement.

The UX redesign unlocked adoption across user types that the previous interface was blocking. On-premise architecture solved the security mandate problem that was the single biggest blocker to government fund sales.

Amit Nigam

CTO & Co-founder · Jointworks Solutions

Engineering and architecture. Owns the technical bar across every engagement that ships.