Future value
The Future Value Platform is a comprehensive tool designed to empower professional investors in efficiently managing their clients' finances and investments. The platform enables users to create financial goals, suggest appropriate investments, establish connections between goals and investments, customize plans for clients and their families, and seamlessly share reports.
UX/UI | 2023
Problem
The Future Value Platform faced the challenge of providing a comprehensive and user-friendly tool for professional investors to manage their clients' finances and investments. The existing solutions in the market lacked the ability to seamlessly integrate key functionalities, such as creating financial goals, suggesting appropriate investments, and customizing plans for clients and their families. Additionally, investors needed an intuitive interface to efficiently establish connections between goals and investments and to share detailed reports with clients. The platform required a robust UX/UI design to ensure that these complex tasks could be performed with ease and precision.
Solution
We designed and developed a web app for the Future Value Platform with a focus on delivering a seamless user experience. Our UX/UI design approach prioritized clarity and ease of use, enabling professional investors to efficiently manage all aspects of their clients' finances and investments. The platform allows users to create financial goals, suggest investments, customize plans, and seamlessly share reports, all within an intuitive and visually appealing interface. By integrating these functionalities into a cohesive system, we empowered investors to provide tailored financial solutions and enhanced their ability to manage their clients' portfolios effectively.
