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Client: Wealth O2
Deliverables: Development, UX, UI, Discovery

Elegant & intuitive client investment portfolio portal

WealthO2 is a leading fintech innovator providing wealth management software solutions for financial advisers. 

We partnered with WealthO2 to design and develop their client portal - a key component of their platform allowing clients to intuitively and visually explore their investment portfolio - with a beautiful experience across any device.

In order to fully understand what was needed to deliver the ideal solution, we started with discovery sessions, competitive research and in depth interviews with investors and advisers.

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