Assetmonk is a platform designed to make investing in alternative assets easier. The goal of the Assetmonk C- Partners web app is to help onboard investors and guide them to invest in their desired products seamlessly.
This case study explores the user experience (UX) design process we used to create an intuitive and user-friendly platform for Oreign C - Partners, which include both agencies and individual brokers.
Research Methods:
✨ User Interviews - We talked to financial advisors and representatives from wealth management firms to understand their needs and challenges.
✨ Feedback Forms - Expectations, Requirements, Suggestions, and areas of improvement from the old existing platform.
✨ Wireframe Observations - Got user insights on usability and Information.
✨ Expert Review - Reviewed our designs and provided recommendations.
Key Findings:
✨ Users found current manual processes cumbersome and time-consuming.
✨ A strong need for a centralized platform with detailed investment information and reporting tools was identified.
✨ Users valued intuitive navigation and clear visual feedback.
More added features:
✨ Goal Tracking: Interactive elements for setting and monitoring personal and agency-level goals.
✨ Real-Time Feedback: Visual progress indicators and performance metrics.
✨ Profile Management: Easy-to-use forms for updating personal and professional information.
✨ Earnings Calculations: Real-time calculations with clear visual representation.
Conclusion:
The AMK Partners web app case study highlights a thorough, user-centered design process. By incorporating user feedback, conducting usability testing, and adhering to branding guidelines, we created a platform that is intuitive, efficient, and aligned with user and business goals.
