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WISER INVESTMENTS

Interactive: 

Branding, UX/UI Design

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MOTIVATION
To bring modern, clean, original design to the financial space.

DIRECTION
Good design and intuitive UI are not things often associated to the Investment Advisor space. The idea here was to bring in a clean/modern design style and to streamline the user experience. To make traditional processes such as client onboarding and portfolio dashboards more attractive, more intuitive and, more in-line with the mobile and tablet experience.

REACTION
In 2017, the success of the Wiser Investments brand led to its sale to RBC. The company was acquired and merged with the RBC Global Asset Management Innovation Lab.