Software InvestIQ Case Study
UI/UX Case Study
3 Months
Goal & Objective
Investment is becoming a go-to way to build wealth and diversify income streams. But for newcomers, the learning curve is steep scattered tools, complex data, and zero handholding. That’s where InvestIQ steps in.
At our design agency, Orbix we saw this as a space where thoughtful UX and UI could create real impact and we challenged ourselves to reimagine that experience through InvestIQ.
User Needs
During UX research, we uncovered key user frustrations: generic insights that don’t lead to action, a lack of credible sources, and a major information gap especially for beginners. Users craved clarity, education, and intuitive navigation. They wanted smart, analytical tools that empower confident decision-making, not just charts. Also in market research we found most investment apps are just confusing. Too many buttons, weird finance words everywhere, and users get lost trying to figure out what to buy or sell.
UX Strategy
We adopted a user-centered, problem-driven framework, starting with identifying core pain points from research. Our focus was on simplifying complexity by prioritizing key screens that deliver immediate value like portfolio overview and personalized insights.
We emphasized clarity and credibility, designing intuitive navigation and analytical tools to build user confidence and guide smarter investment decisions.
Tailored design process customized to fit your needs.
Orbix Studio offers professional and personalized UX/Ul design services for products, websites and mobile apps. Our human-centered design solutions make the user experience perfect from the first click!
- Business canvas
- Proto-personas
- User story mapping
- Technology consultings
- MVP definition
- Prototyping
- Visual moodboarding
- Analyze user behavior
- Perform market research
- Review competitor analysis
- Examine analytics data
- Ensure accessibility compliance
- Establish visual identity
- Maintain design consistency
- Focus on emotional resonance
- Incorporate brand storytelling
- Iterate with feedback and revisions
- Test layout concepts
- Map functionality and interactions
- Prioritize content hierarchy
- Consider responsive design
- Gather stakeholder feedback
- Visual moodboarding
- Perform A/B testing
- Measure performance metrics
- Track and resolve bugs
- Continuously improve the site
- Visual moodboarding
- Concept design
- Ul design
- Flow guides, design systems
- Developer hand-over
Wireframes
We mapped out key user journeys, starting with the portfolio dashboard, market insights, and personalized recommendations. Our wireframes focused on clear hierarchy, making data digestible with prioritized info blocks and progressive disclosure.
We crafted onboarding flows that ease new users into investing, plus intuitive navigation menus to keep switching between analytics, news, and education seamless.
Solutions
InvestIQ includes real-time portfolio tracking, personalized investment alerts, educational tooltips, and a clean, customizable dashboard. We added goal-based investment planning, risk assessment visuals, and market sentiment analysis to help users anticipate trends.
Also, smart filtering and search let users quickly find specific assets. Plus, a learning hub with bite-sized lessons supports newcomers, making investing approachable and actionable.
Key Insights
Through our design process, we realized that users don’t just want data. They crave clarity and confidence. Small, contextual nudges like tooltips and progress indicators transform complex financial info into manageable steps, reducing decision fatigue.
Plus, a learning hub with bite-sized lessons supports newcomers, making investing approachable and actionable.
Also, flexible dashboards that adapt to user goals make the experience feel personalized and relevant, increasing long-term engagement and trust.
Some work sample
Logo and Brand -mark.
The logo combines a diamond shape, a classic symbol of value, precision, and security in finance. Inside, three upward-trending bars represent steady growth, with an arrow shooting up from the tallest bar to emphasize rising returns and financial progress just what people expect from investing.
Tailored design process customized to fit your needs.
Orbix Studio offers professional and personalized UX/Ul design services for products, websites and mobile apps. Our human-centered design solutions make the user experience perfect from the first click!
- Business canvas
- Proto-personas
- User story mapping
- Technology consultings
- MVP definition
- Prototyping
- Visual moodboarding
- Analyze user behavior
- Perform market research
- Review competitor analysis
- Examine analytics data
- Ensure accessibility compliance
- Establish visual identity
- Maintain design consistency
- Focus on emotional resonance
- Incorporate brand storytelling
- Iterate with feedback and revisions
- Test layout concepts
- Map functionality and interactions
- Prioritize content hierarchy
- Consider responsive design
- Gather stakeholder feedback
- Visual moodboarding
- Perform A/B testing
- Measure performance metrics
- Track and resolve bugs
- Continuously improve the site
- Visual moodboarding
- Concept design
- Ul design
- Flow guides, design systems
- Developer hand-over
Key Screens That Capture the InvestIQ Experience 🚀
A curated look at some of the key interfaces we designed for InvestIQ. Each design focuses on clarity, usability, and confidence-building, reflecting our goal to make investing feel more approachable and empowering.
Visual Identity That Builds Confidence
We wanted InvestIQ to feel bold, sleek, and premium. Black was chosen as the primary color for its modern and high-contrast appeal. To balance that, we added accent colors that pops.
While going through the final product, I could really feel the depth behind every UX decision. It wasn’t just visually appealing, the flow made sense, the interactions felt intentional. The prototype felt real. Kudos to the Orbix team for crafting such thoughtful work.
