Modern Wealth Management is an online portfolio management system that allows traders to administrate their trading from the comfort of their own home.
The complexity of Modern Wealth Management and the toughness of the regulations that it had to adhere to made the creation of this system a challenge, but a highly rewarding one to undertake.

With a carefully selected UX toolset comprised of Concept models, Prototypes, Stakeholder Interviews and Site Structure Diagrams, we were able to carefully navigate the many wants and needs of those involved to end up with a system that met the needs of all.

    Modern Wealth Management