Envestbot

Envestbot is a financial advisory company, that provides services such as investment ideas, portfolio management, and insights to their clients. I have been assigned to this project as a Product designer and my responsibilities include requirements gathering to visual design delivery.

Problem Statement

Envestbot has its own system on the backend which deals with the wealth management stuff of its clients. The Whole idea of Envestbot for this project is to create a brand for the system and make marketing.

Project Goals

• Create a simple Web experience that explains the business aspects.

• Impress with Efficient UX/UI Design

• Conversion Focused

• Easy to understand

Responsive Design Approach

We have created mobile interface designs with utmost care and perfection.

Pricing

Envestbot pricing plans are simple & transparent based with absolutely no Exit fees to beat the market competitors.

Vision

Our mission is to add value with active portfolio management to help our clients to reach their long-term financial goals.

We created the experience for both mobile and desktop with consistency and visual balance.

Tools Used

Research & Ideation: Figjam

Designs & Interactions: Figma

Design testing tools: Visual Eye, Maze

Dev Environment:

Frontend: React JS

Backend: Node.js

Cloud: AWS

UI Testing: BrowserStack

User behaviour observations: Hotjar

Thank you! 🙏

- Sruchan Kumar Polisetty