We designed for a vision. Netwealth is a unique blend of a technology company, superannuation fund, and administration business with a clear vision: Whole of Wealth. Complementing their highly rated desktop platform and with the aim to bring together financial advisers, investor clients, and direct investors, the vision naturally extends to the mobile app.
We approached the design with our people-centric mindset, working closely with Netwealth's specialist team in a hybrid agile environment. We created an interface that provides easy access to essential information without causing overwhelm.
A maintained focus on headline information, using a strict typographic hierarchy and clean layout, allows users easy navigation and access to detailed insights without losing context. For investors, this means offering a high-level overview of their net position alongside the option to dive into detailed and complex trends. For advisers, the focus is on quick access to client information and engagement tools to help them grow their portfolios.
Users can tailor their experience through various colour themes, including light and dark modes, contributing to a feeling of customisation that is uniquely theirs. Through iterative testing, we refined the app to ensure it included screen reader support and met minimum AA compliance for accessibility.
We meticulously reviewed every aspect of the design, ensuring pixel-perfect visuals and seamless interactions — the attention to detail culminating in an app that realises Netwealth's ambitions and vision.
