Web App
/Solar Management
Wealth Management Web App Design for WealthWave
60%
Higher Usability
90%
Greater Utility
75%
Enjoyment Rate
WealthWave
Solar Management
Services
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UX Research
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UI/UX Design
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Design System
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Prototyping
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User Testing
Timeline
Project Duration
Total Duration
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Research:
2-3 Days
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Wireframe:
4-5 Days
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Design:
7-10 Days
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Prototype:
2-3 Days
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Dev Handover
2 Days
Tools & technology
Project team
Omar Faruk
UI/UX Designer
Md. Nasimul Huda
UI/UX Designer
Md. Hasan Biswas
Technical Content Writer
The Challenge
Before WealthWave, tracking finances meant manual data entry. That made businesses make calculation errors. In short, managing personal wealth was a hassle for B2B and B2C businesses.
The Problem
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1
Manual Data Entry
Constant manual updates wasted hours of personal time.
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2
Low Confidence
Complex tools made users doubt their financial decisions.
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3
Detached Assets
Scattered accounts prevented accurate net worth calculations.
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4
Poor Readability
Dense ledgers hid important transaction histories.
Project Objectives
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Centralize Financial Data
Connect all asset accounts into a single tracking dashboard.
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Boost User Confidence
Provide clear visual indicators for portfolio growth.
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Improve Readability
Use precise typography to make numbers easily scannable.
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Automate Tracking
Replace manual spreadsheet updates with real-time data syncs.
User Research
Our first task was to research the sector rigorously and talk with everyday investors. We identified different financial frictions to make the platform user-friendly.
Mark Torres
The Manual Tracker
45 Years Old | Independent Investor
Demographics
Location:
Austin, TX
Scale:
Personal Portfolio
Frustrations
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Updating financial data manually took too much time.
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Comparing performance across multiple bank accounts was nearly impossible.
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Outdated tools slowed down net worth forecasting.
Goals
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Track assets from all accounts in a single and centralized platform.
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Get accurate data for precise financial forecasting.
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Build a stable system to support long-term wealth growth.
Sarah Jenkins
Planning Feels Less Stressful With Clear Data
34 Years Old | Tech Professional
Demographics
Location:
Seattle, WA
Scale:
Mid-Size Portfolio
Frustrations
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Wasted valuable time because of scattered digital tools.
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High stress from mismanaged daily expenses.
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Complex tech slowed down hands-on investment management.
Goals
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Save time and manage resources with precision.
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Cut daily operational stress.
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Use tools that work out of the box.
David Wu
Security First, Technology Second
50 Years Old | Small Business Owner
Demographics
Location:
Denver, CO
Scale:
Business & Personal Assets
Frustrations
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Web platforms displayed tiny, illegible text for important numbers.
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Clunky mobile sites created confusion instead of providing guidance.
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Portals required too much time and manual input.
Goals
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Read financial data instantly without eye strain.
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Operate a dead-simple mobile interface.
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Check balances quickly and get back to business execution.
Information Architecture
In this step, our job was to reorganize the whole platform structure to make it simpler and easier to operate.
Before Redesign
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Manual financial tracking wasted hours of user time
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Complex transaction ledgers confused daily investors
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Outdated digital tools destroyed user confidence
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Disjointed platforms forced users to update data manually
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Poor system usability frustrated target audiences
After Redesign
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A clear dashboard tracks wealth progression instantly
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Automated systems eliminate manual financial data entry
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Intuitive data visuals simplify complex financial portfolios
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The transaction interface functions as a clear financial roadmap
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The optimized platform secures a 90% user utility rating
Wireframing
We realized it was necessary to map out the structure before adding new visual details. So, we created a low-fidelity wireframe and gathered feedback from the client until it was approved.
Dashboard Wireframe
Key Decisions
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Live net worth widgets
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Quick-access portfolio data
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At-a-glance growth stats
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Clear financial priorities
Transaction Ledger
Key Decisions
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Simple expense tracking toggles
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Visual spending map inputs
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Manual entry reduction
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Large, mobile-friendly buttons
Multi-Account Hub
Key Decisions
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Easy account switching
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Fast data syncing
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Custom growth reporting
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Secure system access
Visual Identity
In this stage, we did something out of the box. We paired cool mountain-inspired colors with DM Sans typography to easily read complex financial data on any device.
The Solution
Check the main features that changed how businesses manage their finances and track their wealth growth.
Feature 01
Wealth Data & Analytics
WealthWave’s now armed with state-of-the-art wealth data and analytics to provide real-time insights.
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Live Dashboard
To track net worth, asset distribution, and portfolio growth from one live dashboard.
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Real-Time Insights
To gain immediate, real-time insights for better planning.
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Growth Forecasting
To provide clearer insights designed specifically for financial security decisions.
90%
Greater Utility Logged
60%
Higher Usability
Feature 02
Smart Automated Tracking
WealthWave also features smart automated tracking to help make faster decisions.
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Time Conservation
To facilitate smart sync controls that save time and keep portfolios updated.
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Friction Reduction
To provide efficient solutions and actively reduce the use of manual spreadsheets in daily operations.
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Sustainable Habits
To implement management solutions that protect time, effort, and financial security.
75%
Enjoyment Rate
100%
User-Centric Design
Feature 03
Centralized Asset Platform
WealthWave connects all tracking tools into one platform to easily manage everything in one place.
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All-in-One Management
To help manage everything in one place without switching between several tools.
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Smart Digital Ledgers
To track and manage digital expenses directly from the dashboard.
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Zero Guesswork
To optimize the user’s portfolio with zero guesswork.
1
Central Dashboard
0
Daily Guesswork
Feature 04
Clear Accessible Typography
What’s more, the platform now has a highly readable interface to make tracking much simpler.
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Legible Interfaces
To provide DM Sans typography for flawless number reading.
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High Contrast Design
To deliver clear methods for scanning that produce faster insights with less effort.
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Roadmap Alignment
To grow wealth securely with a shared commitment to financial clarity.
88%
Increased Confidence
24/7
Clear Data Access
Mobile Experience
We also built a highly responsive mobile interface for this web app to help with effective financial data tracking.
Take the First Step
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