ARTNOVA Portfolio: mBank wealth management

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Management Application

Technological stack of the visual part

Technological stack of the programming part

Task

Design and software development of an financial management system. The main requirements of the project were readability and simplicity of the message.

Solution

Thanks to the wide application of infographics and advanced programming technology, we have created a system that combines usability with aesthetic values.

01 /

Presentation of investments strategies

Banking is nothing more than a countless number of tables, charts and numbers, to make it easier to read and navigate the application we have used the division of information into sections. This gives users quick access information they seek for.

VARIOUS APPLICATIONS OF INFOGRAPHICS

The use of infographics was an obvious solution for us. It organizes information, brings balance, and makes content easier to read.

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Advisory session - Selection of investment strategy

It is a service consisting in recommending to client financial instruments carefully selected by the team of mWM investment advisiors. Customers have at their disposal a modern transaction service that allows them to freely order transactions, continuous monitoring of the portfolio and tracking changes on a regular basis

THE SIMPLENESS OF THE MESSAGE

When designing the counseling session, we took into account the complexity of information to be forwarded, which is why the project is based on infographics and charts which makes it easier to read.

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Advisiory session - Presentation of the found portfolio

Clients using mBank's wealth management services can choose one of four Fund Portfolios with clearly different levels of risk associated with investing in the stock market. Alone, or in cooperation with adviser, the client decides to divide his funds between four available Portfolios: Aggresive portfolio, Balanced portfolio, Stable growth portfolio, Conservative portfolio.

EXTENSIVE USABILITY

When designing an effective infographic, it's important to realize that our brain is looking for patterns in visual information to help us read information. We used this knowledge to visually organize our information and create patterns that will strengthen our message.

USED ELEMENTS

To organize the content, we used basic designer elements such as borders, lines, circles and squares, making it easier for users to interpret the content.

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Advisory session - Portfolio adjustment

Before the customer's portfolio is automatically adjusted to the model portfolio recommended by the bank, customers may exclude their funds from model consulting. To this end, we have proposed a convenient drag and drop mechanism that allows you to exclude some funds from the model consulting service in a very intuitive way.

Algorithm of adjustment - the real heart of application

Automatic adjustment of the client's portfolio to the model strategy is a key element of the application The challenge was to present, by means of animation, the purchase or sale of individual funds that should take place so that the current portfolio adapts to the recommended model

THE RESULTS OF CUSTOMIZATION IS LIST OF RECOMMENDED TRANSACTION

This screen is a summary of the entire counseling session. A clear list of orders is presented to the client of final acceptance and execution of the transaction in the order specified on the list.

Just like lines and borders, colors are important when grouping information, significantly affecting the reading of the order list and organize them into appropriate groups.

Personalized offer

To ensure consistency of the design, we made sure that all information was provided and documents received by the client are presented in a visually attractive way, and above all with the use of a wide range of previously designed means supporting the message, so that the client can easily the way he got to the information he was interested in.

Typography and colors

Typography is crucial to the project and is not limited to the readability of words. The choice of typeface and the way it works with the layout, grid, color scheme means that it combines the whole project into a whole and introduces the necessary balance.