My Wealthmaster - All in one financial tool and guide into your pocket

Introduction

Industry

Fintech

Role

Lead Designer

Service

Digital Product Design
& motion graphics

My WealthMaster is a financial platform that consolidates all your investments into a single portfolio, replacing manual asset management. It keeps you informed about your latest financial updates, suggests steps you can take to optimize your finances, and elevates your financial management experience.

Discover

86%

of retail investors (~19M) are losing out on opportunities to grow their wealth because they do not keep a consolidated view of their portfolio.

The Generation Investor

"

Fifteen percent of current retail investors began investing in 2020, a new Charles Schwab survey showed.

Newbie investors’ appetite for short-term profits is going down. While 44% was trading for the short-term in 2020, only 28% said they would do that again in 2021.

B2B

WealthMaster offers customers real-time insights for managing cash accounts and investments to grow their wealth.

B2C

The platform provides businesses with analytics, competitor insights, user segmentation, survey creation, presentation templates, and asset management tools.

Competitor analysis

Direct & Indirect competitors

Main competitors analysis

Interviewed 7 people

Primary issues

Difficulty in planning for future growth.
Insufficient knowledge or expertise.
Challenges in finding reliable news relevant to their portfolio.
Need for quick and thorough updates on their assets.

Define

User's understanding

Building on my research, I defined my target audience and mapped a user journey to highlight their key challenges. This deeper understanding allowed me to create tailored solutions to address their specific needs that are described bellow.

Develop

Research into practice

I achieved a deep understanding of real user challenges by creating a storyboard that visually mapped out their journey and scenarios. This process allowed me to identify potential design improvements early on.

Crazy 8's

Storyboard

After gathering the research, I began the design process by sketching initial wireframes on paper. This approach allowed for quick iteration and refinement of ideas. These wireframes were then developed into prototypes for user testing, ensuring the design met user needs.

Through my user testing, I gathered valuable feedback that helped me refine my designs. Based on this feedback, I adjusted the sitemap to clarify to the users that the profile section displays users' current progress and future outcomes, while the settings section is dedicated to editing personal details.