My Wealthmaster - All in one financial tool and guide into your pocket
Introduction
Industry
Fintech
Role
Lead designer
Service
Product Design
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
Double click the image placeholders to add images. Do the same for any text, then tweak styles and publish.
Define
Interviewed 7 people
Primary issues
Double click the image placeholders to add images. Do the same for any text, then tweak styles and publish.
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
Develop
The inception of this venture involved a strategic restructuring of the resource center's navigation and user experience. As we transitioned into the development phase, our team, in collaboration with our design partner InnovateCraft, leveraged innovative solutions to create a dynamic and comprehensive system.
Our inventive utilization of advanced technology, including a proprietary content management system (CMS), facilitated the seamless customization of reports within the resource center. This not only enhanced content management capabilities but also contributed to a more fluid and intuitive user experience.
Deliver
WealthMaster offers customers real-time insights for managing cash accounts and investments to grow their wealth.
The inception of this venture involved a strategic restructuring of the resource center's navigation and user experience. As we transitioned into the development phase, our team, in collaboration with our design partner InnovateCraft, leveraged innovative solutions to create a dynamic and comprehensive system.
