Pulse — Algorithmic Wealth & Treasury Operating System
Redefining institutional treasury management through high-density real-time design.
A complete ground-up digital product design and frontend architecture for an institutional wealth platform managing $1.8B+ in automated yield assets.
Assets Managed — Institutional capital actively managed through the new Pulse interface within 6 months of rollout.
Business challenge & context.
Operational Bottleneck
Institutional portfolio managers were stuck using legacy terminal software with disjointed data feeds, leading to high latency in trade execution, steep 3-month onboarding curves, and frequent human allocation mistakes.
How Might We Statement
“How might we present complex multi-asset liquidity pools, real-time risk calculations, and compliance triggers in a single unified canvas without overwhelming operators?”
What Infinity Design delivered.
Data-backed research insights.
We grounded every interaction pattern in verifiable behavioral data rather than speculative assumptions.
Traders prioritize data density over whitespace, but demand clear visual hierarchies to spot yield anomalies in under 2 seconds.
84% of power users prefer keyboard navigation hotkeys (vim-style) over repetitive mouse clicks for rebalancing portfolios.
Color fatigue is rampant in legacy tools; subtle chromatic accents against an ultra-dark canvas reduce cognitive strain during 10-hour shifts.
Workflows & ergonomics.
Modular multi-pane grid layout allowing operators to save and dock custom dashboard presets
Instant fuzzy-search command palette (Cmd + K) supporting natural language filtering (e.g., 'yield > 6.2% treasury bonds')
Progressive disclosure drawers that reveal deep audit logs without navigating away from the active order book
Key Features & Performance Specs.
Real-time Order Book & Liquidity Depth Canvas
Sub-millisecond WebSocket updates rendered using Canvas 2D and SVG with adaptive precision scaling.
Algorithmic Rebalancing Wizard
3-step visual simulation showing projected risk curves before committing million-dollar treasury allocations.
Multi-Entity Compliance Engine
Automated checks against SEC and MiFID II mandates running inline before transaction signing.
Engineered With
Real commercial impact.
Assets Managed
Institutional capital actively managed through the new Pulse interface within 6 months of rollout.
Faster Onboarding
Trader onboarding time reduced from 12 weeks to under 3 weeks due to intuitive UX and command search.
User Satisfaction
Unprecedented internal CSAT score from 150+ institutional desk analysts across New York and London.
“Infinity Design didn't just redesign our software; they fundamentally elevated how our financial engineers interact with capital markets. The speed and visual clarity are leagues ahead of anything on Wall Street.”
Marcus Vance
Chief Product Officer, Pulse Financial Technologies