UX/UI Design for an investment management platform
About the project
A simplification of investment analytics
Noviscient needed a platform that made investment management simpler and more transparent for investors and fund managers. The goal was to create easy-to-use dashboards with detailed analytics, cater to different user roles (investors, fund managers, and partners), and ensure the platform was modern and user-friendly to meet the high expectations of finance app users.
Our solution involved creating distinct, intuitive dashboards for different user roles, enabling easy access to investment strategies, performance metrics, and portfolio management tools
Services
UI/UX design, Web design, MVP design, Branding, Webflow development, MVP development.
Tech stack
ReactJS, Webflow
Noviscient performance dashboard design
Intuitive dashboard design
To enhance user experience, we designed an intuitive self-service dashboard that allows investors to effortlessly navigate through complex analytics and investment strategies. This decision significantly improved user satisfaction by making complex information accessible.
Mobile access for investment management
Recognizing the importance of mobility in modern investment, we developed a high-performance mobile app that enables investors to manage their portfolios anytime, anywhere.
This move responded to the demand for mobile access in finance, enhancing user convenience and functionality of finance apps.
Noviscient statistics dashboard design
Noviscient dashboard web design
Detailed analytics for informed decisions
We introduced advanced analytics and a Fact Sheet Builder in the platform, enabling users to delve into detailed trading strategy insights. This helped users make better investment decisions, boosting the platform's success, also greatly contributing to the project's success.
Noviscient strategies dashboard
Work process
Discovery
This initial phase included collecting all the data about the company’s needs, goals, and the challenges their users face. We needed to align the project's direction with the target audience's needs and expectations, ensuring the solution is both viable and desirable.
UI design
After this, the focus shifted to the user interface design. This phase involved creating wireframes and prototypes that outline the visual and interactive elements of the platform. Wireframing helped in establishing the structure, navigation, and layout of the web and mobile applications, ensuring the design supports an intuitive user experience. Prototyping then allowed for testing and refining these design concepts, making them interactive to simulate the user experience before development began.
Web development
With a solid UI design in place, the next step was developing the web platform. This phase turned the finalized designs into a working product, focusing on responsive design and performance optimization.
Mobile app
The mobile app development phase focused on creating a seamless mobile user experience. This step involved translating the web platform's functionality and design principles into a mobile-friendly format, ensuring consistency in user experience across devices.
Support
Continuous support ensures the platform remains reliable, efficient, and aligned with evolving user needs and technological advancements.
In conclusion
Final words
Our collaboration with Noviscient streamlined investment management, making it more accessible and transparent. By focusing on user-friendly designs and functional technology, we equipped Noviscient with a platform that meets today's demands and, at the same time, is prepared for future growth.
This project is what we like to refer to when we want to showcase our commitment to delivering solutions that enhance both user experience and business outcomes.
