Our UX approach
Money management is something that causes anxiety in most people. From ad hoc interviews with middle-class earners, we learned that despite understanding the importance of saving and investing, most people do very little of either. Furthermore, algorithmic management platforms were viewed as less trustworthy than human advisors. Our goal was to design the platform to alleviate this anxiety by easily, and transparently connecting people with top financial advisors and put money management where it belongs - in the hands of verified professionals.