Wealth RM & Wealth Direct – Banking & Investing Made Simple
Wealth RM is built for relationship managers at banks, helping them manage clients and provide tailored investment recommendations. Also Wealth Direct is designed for individual investors, making it easy to explore, compare and invest in mutual funds. Together, these platforms streamline financial management for both professionals and customers.
Task
Designing and improving the user experience for both Wealth RM and Wealth Direct.
Wealth RM and Wealth Direct are designed to make managing finances easier, whether is a bank relationship manager or an individual investor. Wealth RM helps bankers stay on top of client portfolios, track investment performance, and give better financial recommendations. Meanwhile, Wealth Direct allows investors to explore, compare, and invest in mutual funds without any hassle.
With a clean and user-friendly interface, both platforms provide easy access to financial insights and market trends. Whether it’s managing multiple clients or handling personal investments, everything is built to ensure a smooth and straightforward experience.
Crafting user-centric designs that elevate brands and drive engagement.
Wealth RM and Wealth Direct put user needs first. Wealth RM helps bankers create tailored investment strategies for their clients, while Wealth Direct gives investors access to recommendations based on their risk profile and financial goals.
From setting financial goals to tracking investment performance, both platforms make the process simple and flexible. Investors can get insights and personalized recommendations, while bankers can offer better guidance.
| Font #0069AB | ◯ | |
| R 17 G 24 B 39 |
Allports
| Background #FFFFFF | ◯ | |
| R 255 G 255 B 255 |
Pure White
| Font #355062 | ◯ | |
| R 53 G 80 B 98 |
Pickled Bluewood
Wealth RM and Wealth Direct were designed to make banking and investing more efficient and accessible. The primary color Allports was chosen to represent trust, stability, and professionalism, reinforcing the platform’s role in financial management. This color reflects the commitment to delivering a seamless and reliable experience for both relationship managers and investors.
The Pickled Bluewood font adds a modern, sophisticated touch, enhancing readability while maintaining a professional look. This combination strengthens the identity of Wealth RM as a powerful tool for financial advisors and Wealth Direct as a user-friendly investment platform.
Typefase 1
Roboto
Roboto is a versatile and modern typeface designed for clarity and efficiency. Its balanced letterforms and structured proportions make it perfect for financial applications like Wealth RM and Wealth Direct, ensuring that data and information remain easy to read at a glance.
Chosen for its clean and professional appearance, Roboto enhances readability, especially when dealing with complex financial figures. The font’s crisp edges and open curves create a seamless experience, making it easier for both relationship managers and investors to browse insights, track investments, and make informed decisions.