FormulaFolios
A cornerstone financial platform for investors and retirees. The goal of this project was to provide advisor's clients with a seamless, simplified, and digital experience through their account's entire lifecycle.
Product Design
Information Architecture
Research
Strategy
Design Systems
The goal was to find a balance of allowing investors to self-service things that would normally eat up an advisor's time while still maintaining a relationship and a need for their advisor.
Finding a typographic system that reads well and didn't feel dated was challenging. Messina Sans, designed for corporate identities, was our primary type choice across the board. It's utilitarian attributes and modern feel speaks for itself.