Reluna Wealth Management
Product Design
Overview
Fintech Wealth Management Platform, which has two main products: Fist is B2B SaaS platform for financial analysts, brokers, and wealth managers, enabling them to manage client portfolios, track banking transactions from multiple banks, create financial strategies, and monitor client performance and second B2C iOS application for clients, where they can also track their portfolio performance, access financial strategy information, and more.
Visit live project
Project story
- Conducting benchmarking
- Creating Job Stories
- Developing user flows
- Structuring information
- Creating prototypes
- Designing interfaces
- Conducting interviews
- Creating quantitative surveys
- Drawing corner cases
- Handoff of design mockups to development
- Reviewing development for design consistency
- Developing and maintaining the design system
- Reviewing other designers' work l
