Planet of Finance | Planet of Finance bridges the gap between private investors and qualified financial advisors

developingPlanet of Finance

context

the challenge

The platform bridges the gap between private investors and qualified financial advisors through very well-designed profiles and matchmaking, allowing them to share and get investment advice from other professionals easily. The challenge was the process of redesigning a platform and its mobile apps for a market that requires financial flows and terminology, information architecture, permissions and user roles while considering the type of user experience and flows are the finance professionals familiar with.

the solution

The Wolfpack Digital team designed the UX/UI and developed the fintech apps and platform while considering the finance professionals' behavior! Together with the new redesign, we transitioned them into the mobile world with state-of-the-art iOS and Android apps. The platform now easily connects private investors with financial advisors, allows them to share and get investment advice, matches finance professional with a pool of clients, and makes the selection for a suitable financial advisor quick and straightforward.