Retirewell

Inspiration

UX gaps in Fidelity Investments' information architecture on their website (access to information about retirement planning was either full of friction with redundant navigational steps or limited information when content was appropriately accessed).
Being millennials ourselves and recent post-secondary grads, concerns about debt and savings have had large prominence and have contributed to financial anxiety.

The platform provides a personalized retirement portfolio to the investor and provides them with personalized recommendations, advice, and educational content.
Users go through an onboarding process that asks questions about their current financial situation as well as investing preferences. This will help provide a unique experience and personalized portfolio to every investor visiting the platform.
Their Retirement Planning Platform helps investors reach their goals and keep them motivated throughout their investing journey - being able to see their current accounts, projections, educational content, performance of investment products.

Since we were a team of two designers, we mainly used Figma and illustrator to create the mockups and prototype.

Built out entire site map which resulted in the creation of the onboarding flow and multiple investment dashboards
Created an interactive prototype
Conducted user testing on our prototype with 11 participants