Visualizing wealth for Nzuri
We designed an executive surface for a wealth fund where complex portfolio data, forward risk, and LLM-generated briefings read as one story—not three disconnected tools.
- Client
- Nzuri
- Role
- Product & data UX
- Focus
- Portfolio analytics, LLM copilots
Overview
Leadership needed Monday-morning clarity and board-night depth in the same chrome. Nzuri pairs live positions and attribution with language models that summarize moves, risks, and questions worth asking—always cite-ready.
- Live portfolio and benchmark tracking with drill-through
- LLM-assisted briefings grounded in approved data slices
- High-fidelity viz tuned for large displays and tablets
ONE STORY FOR CAPITAL, RISK, AND NARRATIVE.
Executive UX
We optimized for scan-first layouts: headline KPIs that hold up at arm's length, then progressive paths for PMs who need lineage. Nothing decorative without a decision attached.
Model integration
Assistive text is constrained to sourced metrics—every paragraph points back to a chart or table. The interface makes the boundary between deterministic data and generated language obvious.
Impact
Turning dense holdings into decisions—and plain-language questions—in the same session.
Executives could anchor on performance, then ask follow-ups the model answers from the same governed dataset. The win is fewer stitched-together decks and faster alignment before allocator calls.
Attribution you trust
Factor and sleeve views with provenance so PMs defend moves without re-building Excel.
Copilot with receipts
Narrative assists link to visuals and tables; no free-floating claims in sensitive rooms.
Scale to the room
Typography and density modes for handheld review versus wall-sized QBRs.
“We can walk from performance to 'why' without losing the thread. The model stays in its lane; the charts stay authoritative.”
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