Add managed Investing into the new unified Wealthsimple app.
For the last year, many teams at Wealthsimple came together for one single goal; combine 3 apps into one. The Managed Investing team was designated to add our experiences to the new app in the new art direction with an improved user experience.
UX/UI Design
January - June 2022
“Wealthsimple is combining the products you know and love into one financial app for all your money needs. Invest your way, all in one place, with stocks, crypto, and managed portfolios. Move money instantly and put your cash to work by automatically investing part of your paycheque or earning stocks and crypto as you spend.”
Redesign Managed Invest Onboarding
As we merge Wealthsimple products into a unified app, the onboarding experience will now need to support multiple product onboarding in one experience.
Impact 🚀
After only two weeks after launching Managed Investing in the Wealthsimple app, we reached 5 times more clients cross-selling into Wealthsimple Managed Investing.