About
A private-bank interface, designed in the open.
Crestview Capital Bank is built to explore what a credible consolidated investor portal looks like end to end — from linking an external account to releasing an international wire.
Why Crestview exists
Most investors hold assets in more than one place: a brokerage account, an exchange, a legacy pension, some cash. The reporting they receive rarely adds up to a single picture. Crestview brings that picture together.
It is a complete, opinionated walkthrough of the screens a consolidated investor service needs — from linking an account through to reviewing performance and requesting a distribution.
Clarity before cleverness
Numbers are presented in tabular figures, with cost basis, weight and unrealised gain always visible next to any headline value.
One consolidated ledger
Brokerage, crypto, and cash positions are modelled in a single schema so the interface never has to apologise for a fragmented view.
Built on trust
Every screen is designed to be transparent about what it shows and how it works, because good financial UX starts with honesty.
Two sides of the desk
The platform serves both the client portal and the operations console that reviews and releases outgoing wires.
How the platform was built up
01
Concept
A single consolidated view for portfolios scattered across institutions.
02
Portal
Account linking, holdings, allocation, performance and transactions.
03
Banking layer
Deposits, international wires, settlement windows and value dates.
04
Controls
Three-code wire release, an operations review queue and a compliance library.
What sets Crestview apart
Crestview Capital Bank focuses on one thing: giving investors a single, dependable view of everything they hold. Every balance, rate, holding, transaction and wire reflected in the portal is presented with full transparency about how it was calculated and where it comes from.