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wealth credential app pic

Credential Financial
Wealth Management App & Web

Credential Financial is a wealth management provider and offers credit unions and independent investment firms a range of products and services. The app helps individual investors and financial advisors to manage their assets and trades digitally.

Tool
Illustrator / Photoshop
Sketch
Role
UI / UX designer
Year
2017

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Process

task Management web app pic

With existing research result from the company, I colaborated with the team to figure out the various approachs for the userflow, which help to wireframe out the design and present to the stakeholders to make further decisions.

task Management web app pic