Finergic: Financial Portfolio Management

Finergic Affinity Design is a comprehensive financial dashboard and client management system developed over a four-month period. The project encompassed the entire development lifecycle, from initial ideation and wireframing to delivering a fully functional platform tailored for financial professionals.

At the project's inception, we conducted an in-depth branding exercise to establish a visual identity that resonates with Finergic's target audience. This phase included:

Logo Design: Crafted a modern and professional logo symbolizing financial growth and stability.

Color Palette Selection: Choose a palette conveying trust and professionalism, featuring deep blues and complementary accent colours.

Typography: Selected clean and legible fonts to enhance readability and convey a sense of reliability.

Brand Guidelines: Developed comprehensive guidelines to ensure consistent application across all platforms and materials.

Ideation: Collaborated with stakeholders to define project objectives, target audience, and key functionalities.

Wireframing: Created low-fidelity wireframes to outline the dashboard's structure and user flow, ensuring alignment with user needs and business goals.

Design Options: Developed three distinct design concepts, each focusing on usability, aesthetics, and brand consistency.

Client Review and Feedback: Presented design options to stakeholders, gathered feedback, and selected the final design direction. Components & Page Sheels Created for Easier Development & Handover

Week 3: Development Phase Component Development: Built core components, including:

The Finergic Affinity Design project culminated in a robust, user-centric financial dashboard and client management system. The platform's intuitive design and comprehensive features empower financial professionals to manage client portfolios efficiently and make informed decisions.