App & Landing Page Design for Wealth Management Company

These designs were developed for an investment management company with separate divisions for managed and execution-only clients.

As their in-house UX/UI designer I was tasked with redesigning the existing app. This app is used by execution-only clients – these clients choose their own investments and use the app and company website to research and place their own trades.

For phase one of the app release we concentrated on simplifying the existing functionality. The existing design was overly complicated and lacked a clear visual hierarchy  adding complexity to an already data heavy app. I simplified the user interface and designed a more intuitive user journey – providing an overview of all accounts and a clear route for clients to drill down into their accounts.  With a bottom navigation displaying the most used features and all other features available within a toggled menu.

For phase one of the app release I created an animated demo, for future releases we went with flat graphics for a quicker turnaround.

In the next phase we added fund trading functionality on the app, previously only available through the desktop website.  Clients are able to search for funds or buy more of an already held fund directly from their account holdings page.The app was received so well by execution-only clients that it was also adopted by the advisory division of the business.