Investor Recourse

Investor Recourse is a New York-based fintech startup that offers a suite of financial management tools for regular people, making investment clear-cut and intuitive.

Client Onboarding

Streamlines the onboarding process with digital forms, document verification, and a guided setup for new clients.

Client Accounts

It provides a centralized hub for clients to manage their accounts and view balances, transaction histories, and other essential details.

Portfolio Review for Suitability and Performance

Regularly assesses client portfolios to ensure alignment with their risk tolerance, investment goals, and market conditions.

Active and Automated Investment Monitoring and Oversight

Utilizes automated tools to continuously monitor investments for performance, general wellness, and potential signs of fraud, providing timely alerts and recommendations.

The challenge

The Investor Recourse web platform helps identify hidden fees and financial frauds, empowering people passionate about investment. The mission of Investor Recourse is to lead investors towards financial freedom or retirement. Our design team worked closely with Mario Claudio Lattuga, the founder of Investor Recourse, to provide a straightforward UI/UX design for the fintech application.

The solution

Invsetor Recourse is an investment monitoring solution that helps users identify their financial goals, link their investment accounts, and ultimately disclose and eliminate hidden investment fees. With Investor Recourse, public investors have the right budgeting and retirement planning tools while being aware of and protected from investment fraud.

technologies used

Adobe illustrator

Marvel

Sketch

Wix

our work

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Corrib Oil

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web app

iOS & Android apps

transportation

e-commerce

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3D2Cut

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mobile apps

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