XYZ TRUST

Overview

XYZ* TRUST (name changed due to NDA requirements) is A wealth management firm that works with high-net-worth individuals provides personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. Its focus is on preserving and growing wealth through disciplined strategy, deep expertise, and highly trusted, long-term relationships. *Name and some visuals changed to comply with NDA

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX), User Interface (UI), Prototyping, Design Systems Library, Dev Implementation Support

BlueApple partnered with the XYZ TRUNST to design and build a proprietary, web-based application tailored to high-net-worth wealth management needs. We worked seamlessly with the product strategy team, designing UX, and visual design for this highly data-driven platform. Our focus was on featuring complex financial models brought to life through a wide range of branded charts and graphs. Using this application, advisors can explore multiple investment scenarios, instantly see potential outcomes, and compare strategies in real time. Selected options can be exported into branded, client-ready PDFs—transforming dense data into clear, compelling presentations.

Overview

XYZ* TRUST (name changed due to NDA requirements) is A wealth management firm that works with high-net-worth individuals provides personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. Its focus is on preserving and growing wealth through disciplined strategy, deep expertise, and highly trusted, long-term relationships. *Name and some visuals changed to comply with NDA

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX), User Interface (UI), Prototyping, Design Systems Library, Dev Implementation Support

Overview

XYZ* TRUST (name changed due to NDA requirements) is A wealth management firm that works with high-net-worth individuals provides personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. Its focus is on preserving and growing wealth through disciplined strategy, deep expertise, and highly trusted, long-term relationships. *Name and some visuals changed to comply with NDA

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX), User Interface (UI), Prototyping, Design Systems Library, Dev Implementation Support

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