Moneyfarm

Portfolio

Recommendation

Tools & Skills

Figma, User Interface, Interaction

Moneyfarm is a simple digital investment platform for investing in different investment portfolios.

The project was about how to nudge the user to choose a new recommended portfolio and see more options.

Overview

Moneyfarm rebalances portfolios regularly and suggests a new portfolio to the clients.

Pain points

The recommendation was not very visible. It was hidden and needed it to be brought out on the main dashboard and the portfolio page.

Goal

To design a new page with the updated recommendation for the customer so they can see an overview of the new suggestion clearly.