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
