CapApp

Overview

CapApp is a capital management platform designed to streamline financial decision-making for investment managers and analysts. Built using OpenFin’s technology, CapApp integrates essential financial tools into a cohesive, role-focused workspace. It enables users to analyze, track, and manage investments across various portfolios with a high degree of customization, ensuring efficient capital allocation and enhanced productivity. This case study highlights the design process behind CapApp, emphasizing its focus on usability, scalability, and seamless integration with multiple financial applications.
Objective
Develop a native mobile app that provides:
  • Real-time tracking of U.S. investment-grade new issue markets: Ensuring clients have access to the latest market data, no matter where they are.
  • Easy-to-use interface: Simplifying the navigation of complex market information for quick decision-making.
  • Comprehensive market data: Consolidating primary and secondary market data, including historical offerings, into one platform.
Key Insights:

The app was created with the following user needs in mind:

  • Investment professionals need quick, on-the-go access to real-time bond market data.
  • Users require a consolidated view of new issue market activity and daily volume updates in a clear format.
  • Flexibility to search and sort through historical offerings to enhance market analysis.

Design and develop an intuitive, native mobile app that provides:

  1. Real-time updates on U.S. investment-grade new issue markets.
  2. A streamlined experience where users can easily search for and track market information on a single screen.
  3. A platform that users can access anytime, anywhere — whether in the office or on the move.

We delivered CapApp, a mobile-first solution that integrates real-time market data with intuitive design:

Core Features
New Issue Calendar
  • Displays detailed data for each new issue, with daily updates that track deal progress in real-time.
Real-Time Market Data
  • Provides access to the latest investment-grade bond and preferred stock offering data, including daily volume and deal status.
Search & Sort Functionality
  • Allows users to search and filter through historical offerings for a more comprehensive view of market activity.
Secondary Trading Information (TRACE)
  • Provides users with secondary trading data, enhancing the app’s value and ensuring more robust market insights.

UI/UX Enhancements

  • Designed for a seamless and consistent RBC branding experience, ensuring a polished user interface that’s both functional and aligned with RBC’s identity.
Real-Time Data Updates
  • Daily progress of new issues is updated throughout the day, allowing users to stay informed on the latest market activity.
  • Increased Client Engagement: By providing real-time access to critical bond market data, CapApp became an indispensable tool for investment professionals.
  • Mobile-First Access: Clients can access real-time information from anywhere, whether in the office or on the go, enhancing the platform’s stickiness and usability.
  • Enhanced User Experience: With an intuitive interface and streamlined data presentation, users can easily track market trends and make informed decisions quickly.

This case study demonstrates how we designed CapApp to deliver comprehensive, real-time market insights in a user-friendly, mobile-first package. It provides clients with seamless access to critical bond and stock data, ensuring they have the tools needed to stay ahead in a fast-paced market.

Debt Capital Markets
“Our clients find the BC CapApp to be a significant source of real time new issue market data when it counts most. As our Investment Grade issuing clients approach the primary capital markets, they use the CapApp to stay informed and up to speed throughout their day, instead of reading through hundreds of emails. It’s clearly a big branding opportunity for RBC, as our clients who use CapApp no longer need many of the emails coming from our competitors. Expansion to international markets as well as secondary markets will further increase the value of the CapApp and the value of the RBC relationship.”

Feinstein, Steve. Head of CMT Debt Capital Markets

Have a project or an idea?