Grow Wealth
I designed the mobile and tablet app end to end. This case study follows one journey: from an empty dashboard to a first investment.
Role
Industry
Team
Staff UX Designer (web)
Company
At a glance
100%
Mobile & tablet screens
designed by me, through handoff and QA
10
Steps in the journey
from an empty dashboard to an invested one
3
Products, one flow
funds, strategies and bonds
2
Screen sizes
phone and tablet, adapted from the web design
01
Context & my role
Grow Wealth is a white-label investing app that banks plug into their own apps. A Staff UX Designer designed the web version; I designed everything on phone and tablet.
My brief
Take Grow Wealth to phone and tablet, and make a first investment feel simple for people who had never invested.
What I owned
Every mobile and tablet screen: adapting the web designs to touch, designing the end-to-end investment flow, and handing off to engineers with QA on each build.
02
The investment journey
I designed the first investment as one continuous journey, from a customer who owns nothing to a portfolio that’s growing.
Ten steps from an empty dashboard to an invested one
Starting from zero
I made the empty dashboard a starting point, not a dead end: one clear Explore button, with popular investments right below.
Choosing a product
I put three comparable numbers at the top of every product page, with performance in tabs and a single Invest button.
Fine print on demand
I moved long descriptions and full data into bottom sheets, so product pages stay short on a phone.
One order flow for every product
Funds, strategies and bonds go through the same steps; only the form changes. Bonds take quantity and price, and the form works out the yield.
Paying with confidence
Before any money moves, customers check a summary sheet and confirm with a one-time password.
After investing
The dashboard shows the order as processing, then fills in with value, performance and holdings.
03
Results
My mobile and tablet designs shipped in Grow Wealth, which WeInvest sold to banks including OCBC. I handed off to engineers and QA’d each build against the designs.
Outcomes
Banks launched investing without building their own platform.
One order flow covered funds, strategies and bonds, so new products reused the same screens.
Bond orders still felt technical to first-time investors.
What I’d do next
Explain investing terms in plain language.
Add an order form for equities.
Test the flow with first-time investors.
Projects
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