2016
Instrument Capital
A web-based investment planning platform for assessing financial profiles and generating personalized portfolio recommendations.
Role
UX/UI Designer
Platforms
Web
Duration
2 weeks
Scope
UX Structure & Flows, Wireframes, Responsive Web Design, UI Design, Visual Style, Prototyping, Interaction Design
About the Project
Instrument Capital was a web-based investment management product designed to help users assess their financial profile and explore personalized portfolio recommendations. The experience guided users through a structured assessment covering investment goals, time horizon, occupation, income, age, location, and existing assets. Based on this information, the platform presented current and recommended portfolio allocations, investment information, and simulated portfolio performance.
Challenge
Design a financial assessment experience that could collect a substantial amount of personal investment information without making the process feel overwhelming. The product also needed to translate that information into a clear portfolio recommendation that users could understand and act on.
Approach
The experience was structured as a progressive assessment, breaking financial inputs into smaller steps rather than presenting one large form. After completing the assessment, users could review their current portfolio against a recommended allocation, explore investment information, and continue toward a wealth manager conversation.
Outcome
The final product connected financial profile assessment, investment goals, existing assets, portfolio recommendations, performance visualization, downloadable reports, and advisor handoff within one web experience.
Product Overview
Personalized investment planning
Instrument Capital was designed to help users understand their financial position and explore a portfolio allocation based on their individual profile. The platform combined financial assessment, investment goals, current assets, portfolio recommendations, and performance information within a single web experience.
Entry point to the personalized portfolio assessment and investment planning experience.
Assessment Flow
Building a financial profile step by step
The assessment divided complex financial information into a sequence of manageable steps. Users provided basic profile details, investment goals and time horizon, employment and income information, and their existing financial assets before receiving portfolio recommendations.
Recommendations
Current and recommended allocation
After completing the assessment, users could compare their existing portfolio with the recommended allocation. The dashboard presented allocation across asset categories together with investment information and a simulated performance view, turning the assessment data into a more understandable recommendation.
Next Step
Connecting digital guidance with human advice
The recommendation flow did not end at the dashboard. Users could continue by requesting contact with a wealth manager for further discussion about their portfolio.
This created a clear transition from self-service assessment to professional financial guidance.
Reporting
Portfolio reports for users and advisors
The system included downloadable portfolio reports with different views for users and wealth managers. Reports summarized financial profile information, current assets, recommended allocation, investment recommendations, and advisor details in a format designed for offline review and follow-up.
Supporting transactional emails for onboarding and account management.