Logo

About the
Project

Wealthwise is an app designed to be a one stop solution for personal finance management. It aims to empower users of all financial backgrounds to take control of their money through budgeting, investing, trading, and payment functionalities.

  • Year
    2023
  • Scope of work
    Prototyping
    UI Design
  • Role
    Product Designer
  • Industry
    FinTech

01 UI PROCESS

UI PROCESS

Problem
Statement

Current financial apps are often confusing finding features is a struggle, visuals lack clarity, and using them feels clunky. This frustrates users and hinders them from enjoying the app's full potential. Wealthwise will simplify the design, making it effortless and intuitive to use!

UI PROCESS

Mockups

Wealthwise is being built with a focus on intuitive usability. Features will be easier to find, clear visuals will guide the users, and tasks like budgeting or investing will be streamlined. This focus on user experience will empower everyone to manage their finances with confidence and reduce potential frustration.

01 Onboarding

The onboarding process highlights its features of financial hub, security & support, and personalized financial guidance.

image
02 Singup & Login

App offers signup and login with email, phone number, or social media accounts, with Touch ID as an option for both.

image
03 Forget Password

The forget password flow prompts users to enter their email address to receive a one-time passcode (OTP) to reset their password.

image
04 Dashboard

Dashboard displays account balances, upcoming payments, and investment summaries with the option to view transactions, statements and much more.

image
05 Account Overview

Account overview shows the current balance, account number, recent transactions, and the option to view all transactions and statements.

image
06 Account Statement

Account statement shows transaction dates, descriptions, amounts, and categories, with options to download a PDF or filter by date.

image
07 Account Balance

Account balance shows the current balance of the account, with options to view statements and due payments of the bills.

image
08 Your Payee

Payee flow allows users to add new payees, view account details, and search for existing payees with recent transactions highlighted.

image
09 Transaction

Transaction flow lets you search for transactions by date, filter by category or account, and see transaction details including amount, date, payee, and account.

image
10 Transaction History

Transaction history lists recent transactions by date, payee, amount, and category, with sorting and filtering options.

image
11 Budgeting and Financial Planning

Budgeting flow shows current savings progress towards two goals, with the option to add new categories.

image
12 Make New Category

Create custom spending categories with emojis and names.

image
13 Make New Goal

Make new goal flow allows users to name their goal, set a target amount, choose a due date, and add a description.

image
14 Investment and Trading

Investment and trading flow allows users to view positions, quotes, and transaction history with options to deposit funds, withdraw funds, and view investment details.

image
15 Market Research

Wealthwise allows users to view stock prices, charts, and performance over time. It also shows the user's current holdings and total investment value.

image
16 Buy and Sell Asset

Buy and sell asset flow lets users search for assets by name or ticker symbol, and then review price quotes before placing a buy or sell order with quantity selection.

image

Let's work on your project.

Let's collaborate
image
Next Project

Kravemart

Next