Wealth Management

Managed investing app

Wireframes, Graphic Design, Art Direction, User Experience Design


With the launch of Questrade's first managed portfolio product, an easy-to-use tool to guide customers through the process of making their purchase was imperative. I worked with Questrade to create an innovative wizard style app that allowed the user to view and save their progress. The process needed to be a fun experience so a vibrant colour palette was used together with animated scrolling navigation.

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As the customer made their way through the wizard, the risk meter would update to reflect the recommended portfolio based on their personal profile.

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