Invest - Wealth
Year
2025
Designed a modern Account Aggregator platform that enables users to securely connect and view multiple financial accounts in a single dashboard. The goal of the project was to simplify financial data access and provide a clear overview of users’ financial health.
The design focuses on improving data visibility, consent management, and financial insights through a structured information hierarchy and a clean, minimal interface. Card-based layouts and visual summaries help users quickly understand their account balances, transactions, and financial activity.
Design Goals
Improve financial data readability through clear visual hierarchy and structured layouts
Simplify the account linking and consent flow to reduce friction for users
Enable users to view multiple financial accounts in one place for better financial awareness
Create a secure and trustworthy interface aligned with financial data-sharing standards
This concept explores how a well-structured dashboard can help users manage and understand their financial data more efficiently while maintaining security and transparency.
Scope of Work
