WealthWise
WealthWise
Automated, goal-driven investment management solution with personalized human advice.
Automated, goal-driven investment management solution with personalized human advice.
WealthWise
WealthWise
Client
Client
UI/UX Design, Motion Design, UX Research
UI/UX Design, Motion Design, UX Research
Services
Services
2024
2024
Year
Year
Overview
Overview
A dearth of platforms exist for Nigerians to invest in real markets in their country and have a clear view of their investments (assets), ensuring exceptional transparency. This gap is bridged by WealthWise as it provides automated regulatory guidance and tailor-made human counsel, all while maintaining full disclosure in terms of a user's investment holdings.
There is a lack of platforms where Nigerians can invest in real markets in Nigeria, platforms that allow users to see exactly what they have invested in, p
Research & Findings
Research & Findings
In Nigeria, there are a few existing platform where users can in fact invest their money and get returns on their investments but these platforms usually only offer fixed returns on investments, and users don't get to see exactly what their investment holdings are. Due to these reasons, many Nigerians especially the sophisticated ones are not confident in using these existing platforms.
In Nigeria, there are existing platform where users can infa
Proposed Solution
Proposed Solution
A platform that combines advanced algorithms with personalized human advice to provide users with fully transparent goal-driven investment options that can yield a wide range of returns.
A platform that combines advanced algorithms with personalized human advice to provide users with fully transparent goal-driven investment options th
Design Goals
Design Goals
Streamline the onboarding process to reduce drop-off rate.
Provide info about technical terms on the platform that may be difficult for ordinary users to understand.
Create an intuitive flow for all types of users to increase engagement.
Streamline the onboarding process to reduce drop-off rate.
Provide info about technical terms on the platform that may be difficult for ordinary users to understand.
Create an intuitive flow for all types of users to increase engagement.
Onboarding
Onboarding
Smooth onboarding for users. They fill in their personal details which includes their BVN. Then they are required to set a passcode or activate face id lock before being prompted to begin the risk assessment.
Smooth onboarding for users. They fill in their personal details which includes their BVN. Then they are required to set a passcode or activate face id lock before being prompted to begin the risk assessment.
Risk Assessment
Risk Assessment
Users answer curated questions to evaluate their risk tolerance, financial goals, investment horizon, and overall financial situation. By understanding these aspects, the platform can personalize investment strategies, optimize portfolio allocation, improve user experience, enhance compliance, and mitigate risk.
There is a lack of platforms where Nigerians can invest in real markets in Nigeria, platforms that allow users to see exactly what they have invested in, p
Goal Selection
Goal Selection
Select what goal you are trying to achieve with the investment and returns.
There is a lack of platforms where Nigerians can invest in real markets in Nigeria, platforms that allow users to see exactly what they have invested in, p
Home/Summary
Home/Summary
Users can visualize their whole portfolio performance summary, along with detailed displays of each of their investment portfolios driven by individual goals.
There is a lack of platforms where Nigerians can invest in real markets in Nigeria, platforms that allow users to see exactly what they have invested in, p
Home/Portfolio Performance
Home/Portfolio Performance
By selecting a goal, users can view how individual portfolios are performing and also view a breakdown of the portfolio composition.
There is a lack of platforms where Nigerians can invest in real markets in Nigeria, platforms that allow users to see exactly what they have invested in, p
Future Analysis
Future Analysis
This robo advisor solution will be deemed successful when it is discovered by real analysis that more sophisticated Nigerians are using it for the purpose goal-driven investing.
This p
Related works
Related works
Projects
Projects
© 2024
© 2024
© 2024