The Elements iOS app is a client-facing app that is intended for use with a financial advisor or coach and can help users understand, track, and improve their financial health.
Over the course of my relationship with the Elements team, I provided designs for every aspect of the iOS app, including, but not limited to the following:
Onboarding flow and adding new accounts.
Quarterly progress tracking and reports.
Detail views for each of the 11 "Elements" of financial health.
Secure In-app Messaging between clients and advisors.
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Posted Dec 30, 2024
Designed the Elements iOS app, featuring net worth tracking, financial health metrics, Plaid integration, account management, widgets, and advisor messaging.