The finance company has reached out to us with a proposition to create an investment tracking and analysis application.
This app's purpose would be to enable users in monitoring their investments on different platforms and offering insights into the performance of their investment portfolio. The client's objective was to establish an application that empowers users to make knowledgeable investment choices and enhance the value of their portfolio as time progresses.
Challenges & solutions
Balancing the app's advanced features with an intuitive and user-friendly interface can be challenging, as financial data can be complex and overwhelming.
Plavno UX designers did their best to create a clean and intuitive interface. The information is organized hierarchically, and clear visualizations simplify data interpretation. In order to achieve this goal there was usability testing conducted with real users to identify pain points and refine the interface design.
Enhancing users' financial literacy and engagement with the app poses a challenge, as investment concepts can be complex and overwhelming for some users.
The team developed the functionality to add user-friendly educational content, such as articles, videos, and interactive tutorials, to explain investment concepts and strategies. Gamification elements were also implemented to keep users engaged and motivated to learn more about investments and portfolio management.
Agile methodology forms the cornerstone of our work philosophy. Through a seamless blend of innovative practices, including regular demos, comprehensive progress tracking, and a unique pay structure based on hours invested, we've constructed a workflow that ensures optimal outcomes and client satisfaction.
The app provides insights on how to diversify the user's portfolio to minimize risk and maximize returns.
The app allows users to track their investments across various platforms, such as stocks, mutual funds, and ETFs.
The app provides analysis on how the user's portfolio is performing, including returns, volatility, and other key metrics.
The app has a customizable dashboard that allows users to personalize the information they want to see, such as charts, graphs, and tables.
The app provides real-time data on the user's portfolio, including price updates, news alerts, and market trends.
The app provides investment suggestions based on the user's portfolio, risk tolerance, and investment goals.
The application positioned our client’s finance company as an innovative and customer-centric entity. It allowed them to diversify service offerings beyond traditional financial products. Clients were more likely to stick with the company due to the added value and personalized insights offered by the application.
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