A single platform to invest in bonds, digital gold, commercial papers, and more—simplified for the modern investor.
UX Design
Design System
UI Design
Simplifying Wealth for the Modern Investors
Altifi is a modern investment platform that empowers individuals to explore and manage bonds, digital gold, commercial papers, and more — all from one unified interface. As the product designer, I was involved in the UX and UI design, transforming traditionally intimidating finance workflows into an intuitive, trustworthy experience for everyday investors.
| Role: Product Designer
| Timeline: 6 months
| Platform: iOS, Android & Responsive Web
| Tools: Figma, Miro and ClickUp
| Team: 1 PM, 3 Developers, 2 QA, 2 Designers (Inc. me)
Design Goals
The focus was to make complex investment products approachable without sacrificing depth. I designed clear information hierarchies, simplified onboarding, and transparent portfolio views that guide users from exploration to confident decision-making.
Leveraging strong visual signals and subtle motion, we aimed to build trust at every step. The dual-platform approach demanded tight alignment with compliance and engineering teams to ensure clarity and consistency across touchpoints.
Screen Highlights
A) Investor Onboarding
Built to lower entry barriers for first-time investors. Step-by-step guided flow focuses on trust-building and clarity, making complex financial products feel accessible from the first tap.
B) Homepage & Insights
Acts as a personal finance hub, surfacing key portfolio snapshots, recent market trends, and actionable insights. Designed for quick scanning and confident decision-making without overwhelming jargon.
C) KYC Verification
Simplified identity verification designed to meet compliance standards while minimizing user friction. Clear progress indicators and supportive microcopy help users complete KYC quickly and confidently.
D) Market Listings, Portfolio & Investments
Centralized view to explore market opportunities and track active investments in one place. Designed for quick comparisons, confident decisions, and transparent performance monitoring — all supporting a smooth end-to-end investment journey.
E) Settings and Preferences
Enables customization of notification settings, security controls, and personal investment preferences. Designed to reinforce user autonomy and support ongoing engagement.
Impacts & Takeaways
Key results and lessons that shaped the final product:
Helped reduce investor hesitation through approachable flows and simplified market data presentation
Increased early activation and portfolio setup rates by guiding users clearly through complex steps
Strengthened brand trust by balancing depth of information with an intuitive, minimal interface
Reinforced that empowering non-expert investors requires design to demystify, guide, and build confidence consistently
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