RO ← Cromatic Studios

Investimental

Helping the newest retail broker in the market win in digital.

  • Banking & Finance, investment
  • UX research, UI design, design systems, digital platform, native mobile app

The youngest player in a difficult market

As the youngest player in a very difficult market, retail broker Investimental needed to stand out from its competitors and become the choice of young, up-and-coming investors.

It also ran separate platforms for each currency. The brief: merge them into one accessible, transparent trading solution, for novices and experts alike.

The Investimental app on two phones
One platform, on web and mobile.

One platform for novices and experts

Twelve weeks from briefing to sign-off: research, wireframes, two design systems, high-fidelity web and native app designs, interactive prototypes and usability testing.

Design awards won by the platform, now considered best practice in the market Drop for more
ProductDesign

Stakeholder workshops and a side-by-side audit of Revolut, Trading 212 and Interactive Brokers defined three personas: the novice investor, the active trader and the institutional manager. KYC, GDPR and AML requirements were built into the flows from the start, and light and dark themes keep the data readable.

  • Stakeholder workshops
  • User research
  • Information architecture
  • Wireframes
  • Design systems, web and mobile
  • Web trading platform
  • Native mobile app
  • Interactive prototypes
  • Usability testing
  • Developer handoff

Webplatform

Portfolio overview on the web platform
Placing a market buy order
Transactions view
Portfolio with an order panel
Order details for a buy
Creating a watchlist
The desktop platform: markets, orders, portfolios and watchlists on one screen
Company details with buy and sell
Order history in green
The native app: lists, company details, orders and charts
Read the full UI/UX case study (PDF)

A highly innovative digital platform and app that won design awards and is considered best practice in the market.

Order details for a sell, in red

What is your winning soundtrack?

We can bring the mixtape