PFM Case Study

Digital Flagship
Investment Platform

Client Overview

PFM is an Asset Management, Financial Advice, and Consulting firm with $150B in assets under management. PFM specifically focuses on working with larger public entities like Local Governments, Health Systems, Universities, etc. from locations in every region of the country.

Project Goal

The goal of this project was to update the underlying technology, simplify and enhance user’s experience on investment portal while optimizing the product for different investment experiences including with managed, hybrid and pool accounts. Few high level goals include:

Shift user experience from product-centric experience to client-centric experience.

Better reflect and represent multi-product clients.

Enhanced Reporting & Analytics, particularly for managed accounts.

Provide foundation for replacing other related platforms.

Services Provided

UX Research and Product Strategy
User Experience and Interface Design
Visual Designs with existing brand guidelines
React.js application implemented


Analysis and Design
This stage consists of vision and goals recap and project initiation. We got a better understanding of pain points and project goals with competitive analysis and heuristic evaluation and testing, worked through strategy, product definition, UX and Visual design.

Later stages involve technology research and planning, Platform Architecture, Backend Setup, Front-End Development of App and Development Enhancements. React.js application was implemented and integrated with APIs surfaced from the back-end WM platform.






Activity History


Through this project, we modernized the flagship investment platform for PFM and created a flexible whitelabel solution for their clients which improved the usability of investment portal for the users.

Perpetual is organized and accurate, and they constantly challenge the client’s ideas to help find the best solution: they are courageous and challenge the status quo. Everyone involved in the project has given positive feedback to Perpetual on their work quality and their team’s demeanor, approach, knowledge, and experience. We’ve had very solid feedback so far.

Paul Beatty

Director of Application Delivery