Rolan Wealth

Gene Nemirovsky

About

Rolan Wealth is a financial management platform for HR departments. Its main goal is to help employees manage their assets, debt, as well as set and follow through with financial goals. They were looking to create a brand identity and design an MVP version of their platform.

Solution

We did a thorough study of the company's objectives as well as how financial advisers could use the platform to help guide employees financially.
We made sure to design the platform highlighting key areas of interest, such as assets, debt and action plan items. We designed a chat room where the financial adviser and the employees could chat and schedule consultations.
The employer HR department has their own portal to track basic metrics on their employees, manage users and advisors.

Services provided

UX/UI design
Visual design
Web App Design
B2C
Branding
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Posted Aug 3, 2024

A SaaS platform for HR departments to help employees with financial planning and management.

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