FlowWealth AI
Designing for decisions,
not clicks.
A system-first redesign of complex investment workflows — turning data overload into confident, in-context action for retail investors and financial advisors.
Investment platforms drown users in data — built around systems, not the humans making decisions.
- —Overloaded with dense financial data
- —Built around systems, not users
- —Decision fatigue & high drop-offs
- +Simplify multi-step investment workflows
- +Improve decision clarity at every step
- +Enable real-time interaction with complex data
This wasn't UI work — it was system orchestration.
Five intersecting domains had to behave as one coherent product.
Multi-step financial flows
Buy / sell / analysis sequences with branching logic.
Real-time data updates
Live market data flowing through every decision point.
Regulatory constraints
MiFID II, KYC and disclosure rules baked into the UX.
Multiple user personas
Retail investors and certified advisors in one system.
Cross-platform consistency
Web, tablet and native — one orchestrated language.
System-first thinking. Decision flows before screens.
Evaluate Stock — decision path
→ Focus on decision-making, not navigation.
Default
Calm overview — only what matters now.
Exploration
Filters, comparisons, simulations.
Decision
Action triggers surface in context.
Confirmation
Validation without leaving the flow.
Raw data → layered system
From 6 fragmented steps to one continuous flow.
Inline decision-making — users never leave context.
Hover the steps
Discover asset
Smart search surfaces what matters to your portfolio first.
Test, listen, refine — every assumption challenged.
Task-based studies, scenario simulations, heatmaps and interaction tracking.