UX Design of ORO Wealth, a platform for investment agents to manage client portfolios.
At Designcoz we designed the UX of ORO Wealth. ORO Wealth is India’s first zero commission platform for investment agents to directly buy mutual funds. It also helps them manage client portfolios better and more efficiently. We designed this app in a way that agents get a bird’s eye view of all their transactions for each client. Apart from that, they can keep track off their earnings, view complete reports on portfolio performance and make decisions accordingly. Through the app they can also purchase funds, start a new SIP or STP, switch plans or redeem the portfolio, all in a matter of few simple steps. At every stage, information was presented in a way that was easy to consume.
Some other projects created at Designcoz
Business Analyst + Future Xperiential- UXDesigner, providing human feedback for an ever evolving AI eco systems
6 年Really like the layout. Also the first glance hierarchy of info, good stuff.
Product | Growth | Startups
6 年This seems like a B2B business app for a specific segment in the finance domain. Given that your company won't probably have expertise in the domain - how long does it take from the initial discussion of info to be displayed to actual layouts and designs? Would be interested to know your process.
Senior Technology Executive | AI, Digital Product, & Growth Strategist
6 年nicely done - the overall theme of finance resonates well in the artifacts and overall layout .
Co-Founder at DesignCoz
6 年Devina Coutinho
Story Telling | SEO | B2B Marketing | Social Media | Email Marketing
6 年You're an inspiration Althea! :)