A new self-service automated investment platform for wealthy professionals. Customers can quickly construct their own unique investment portfolio and then tailor it to their ever changing needs.
The core inputs required from a the user to build their customised investment portfolio use circles from the brand. Draggable dials allow the user to quickly set their investment preferences.
One of the first things for the user to do is to build their own custom investment portfolio, then play with the parameters to discover how small incremental changes can have a big impact on growth.
For investors who want additional control of their portfolio, they can add investment themes into their allocation. This allows a user to select from a range of riskier assets to boost their portfolios performance.
A users portfolio is made up of a specific allocation of assets, unique to that specific user. With a simple click, the user can drill down into the asset allocation, seeing the breakdown by class, then going into the breakdown with in the class and finally seeing details on the specific asset and its performance.
A mobile first responsive web app for users to log into their account and manage their portfolio.
Creative and User Experience Lead