A unified mobile investment platform that simplifies portfolio management and investment services across domestic and global markets.
The challenge
Before Be BEYOND, investors had to switch between multiple platforms to manage their portfolios, access account services, and complete investment-related tasks. Essential information and key features were scattered across different systems, resulting in a fragmented user experience.
Constantly moving between applications increased cognitive load, made navigation more difficult, and required users to spend more time learning where to find information and complete common tasks.
As a result, investors—especially first-time users—often experienced confusion, slower task completion, and reduced confidence throughout their investment journey.
UI Design
Discovery Phase
Research
User analysis revealed that a significant portion of clients were older investors with limited familiarity with mobile investment applications. Many still relied on Investment Consultants or support channels to complete transactions and understand account-related services.
Key Insights
Users needed a clear, trustworthy, and easy-to-navigate experience that allowed them to access portfolio information, understand key services, and complete essential tasks with confidence.
Strategy
The design strategy focused on reducing friction by transforming fragmented web-based services into a mobile-first experience that feels simple, structured, and accessible for everyday investment activities.
Design Decisions
The design prioritized portfolio visibility as the main entry point, simplified access to key investment services, and organized complex financial functions into a clearer and more intuitive user journey.
UI Design
UI Design
Outcomes & Next Steps
Impact
Be BEYOND streamlines the digital investment experience by bringing portfolio management and investment services into a more unified workflow. The design reduces platform switching, improves access to self-service features, and creates a clearer, more intuitive experience for investors.
Reflection
This project reinforced my belief that great financial UX isn't about adding more features—it's about reducing complexity and helping people make confident decisions through clarity, trust, and thoughtful design.g.
Future Vistion
Enable in-app account opening and digital onboarding for a faster investment journey.
Support native trading experiences to reduce reliance on external platforms.
Expand the experience across tablet and desktop devices for greater continuity and accessibility.
