Design a mobile app to allow wealthy entrepreneurs to manage their assets and investments
Ivesta is a family office that supports wealthy entrepreneurs (+ 50M€) in setting up an investment and wealth management strategy. With the aim of digitizing their customer relationship, Ivesta wanted to offer its customers a simple mobile application that would allow them to monitor their assets and investments.
Design a mobile application from A to Z by integrating wealth management, electronic signature and legal documents and news section related to the client’s investments.
Decembre 2020 > February 2021
- UX Design
- UI Design
Manage your wealth from your pocket.
We’ve made it possible.
Reports, electronic signatures and news: Everything to monitor financial assets
Design approach and process
After a deep understanding of how financial assets work, I started to work on the user journeys according to the user needs. I distinguished 3 different sections:
- Financial reports
- Electronic signatures
- Personalized invest news according to the user profile
Then, I worked on hierarchy of information related to asset management indicators according to target objectives and investment strategies.
Wireframing & design
I worked on UI Design to create, first, a homepage that allows users to check their information on financial assets. Secondly, I focus on the electronic signature and create different statuts for urgent documents. Then, I created the design for the personalized news.
The final part dealt with the pockets of investment and wealth data-visualisation.