UX/UI design for an investment management platform
About the project
About Noviscient
Noviscient is a next-generation investment manager offering our clients performance through technology and alignment through structure.
Challenge
Noviscient needed a platform that made investment management simpler and more transparent for investors and fund managers. The goal was to create easy-to-use dashboards with detailed analytics, cater to different user roles (investors, fund managers, and partners), and ensure the platform was modern and user-friendly to meet the high expectations of finance app users.
What Merge delivered
1) We designed the UX/UI of the platform to ensure ease of use and clear navigation for all users. 2) Our team developed web and mobile apps. 3) We crafted branding elements, including a logo and typography, to reinforce Noviscient’s identity. 4) We provided on-demand support, ensuring continued optimization and growth.
Tech stack
ReactJS, Webflow
Building trust through accessible data design
For Noviscient’s brand, we embraced an aesthetic that radiates trust and accessibility. Soft blues and subtle gradients for a professional, data-driven approach while also remaining approachable. Consistency across logo and typography ensured clarity across dashboards, mobile apps, and marketing materials. We avoided unnecessary complexity and chose subtle design elements that support straightforward navigation and quick insights.
“We found their expertise in the fintech industry and delivery with a focus on business objectives quite impressive. And, of course, the team excels in both design and development.”
Denis Volokh
CTO of Noviscient
Intuitive dashboard design
To enhance user experience, we designed an intuitive self-service dashboard that allows investors to effortlessly navigate through complex analytics and investment strategies. This decision significantly improved user satisfaction by making complex information accessible.
Mobile access for investment management
Recognizing the importance of mobility in modern investment, we developed a high-performance mobile app that enables investors to manage their portfolios anytime, anywhere.
This move responded to the demand for mobile access in finance, enhancing user convenience and functionality of finance apps.
Detailed analytics for informed decisions
We introduced advanced analytics and a Fact Sheet Builder in the platform, enabling users to delve into detailed trading strategy insights. This helped users make better investment decisions, boosting the platform's success, also greatly contributing to the project's success.
Work process
This initial phase included collecting all the data about the company’s needs, goals, and the challenges their users face. We needed to align the project's direction with the target audience's needs and expectations, ensuring the solution is both viable and desirable.
In conclusion
We helped Noviscient successfully launch web and mobile apps that streamline investment management, making it more accessible and transparent. By prioritizing user-friendly design and functional technology, we delivered a platform that not only meets today’s demands but is also built for future growth.
A big thank you to the Noviscient team for their collaboration and trust throughout the process.
What our clients say
Design for SaaS & Fintech
Why choose Merge for your product design:
Building world-class product interfaces
Partnership & collaboration culture
Your conversions & growth is our main focus
Reliable delivery built on experience
