Investing with ease and confidence
Type of project
- Product Design
- UX/UI Design
- Design System
To remain relevant in an increasingly competitive personal finance market, with start-ups gaining traction purely based on their ease of use—this investment management firm recognized it needed to meet expectations for responsive, personalized engagement and digital solutions and differentiate itself by showcasing its depth of expertise.
It needed to reach new audiences with an experience that reassured them by providing access to that expertise, ultimately empowering them to invest with confidence and ease.
The team developed a financial services app that enables customers and investors more transparency and insight with a highly personalized solution to track investments, check allocation, manage risk, and stay up to date with the firm’s competitive analyst insights.
The app also enables exploring and purchasing new investments, and two-way communication with fund managers and brokers.
