Case Study: PFM modernizes its wealth management portal with Perpetual

PFM modernizes a $120B public funds platform with Perpetual

PFM, a public funds platform, needed to modernize its complex and difficult-to-navigate legacy wealth management portal. To address this challenge, PFM partnered with Perpetual for a comprehensive product strategy, UX/UI design, and React development solution.

Perpetual redesigned and implemented a modern React-based portal with streamlined navigation, improved dashboards, and simplified transaction workflows. The solution provided a cleaner, more intuitive user experience and a flexible technical architecture capable of supporting multiple investment models and client brands. The project delivered a significant step-change from the old system, making it easier for users to manage complex account activity and giving PFM a more sophisticated digital foundation for future growth.

PFM