XYZ TRUST

Overview

XYZ TRUST (name changed due to NDA requirements) is a wealth management firm that provides high-net-worth individuals with personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. The firm focuses on preserving and growing wealth through disciplined strategy, deep expertise, and trusted long-term relationships.

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX) Design, User Interface (UI) Design, Prototyping, Design System Library, Development Implementation Support

BlueApple partnered with XYZ TRUST to design and build a proprietary web-based application tailored to high-net-worth wealth management needs. We worked seamlessly with the product strategy team to shape the UX and visual design of this highly data-driven platform. Our focus was on featuring complex financial models brought to life through a wide range of branded charts and graphs. Using this application, advisors can explore multiple investment scenarios, instantly see potential outcomes, and compare strategies in real time. Selected options can be exported into branded, client-ready PDFs - transforming dense data into clear, compelling presentations.

Overview

XYZ TRUST (name changed due to NDA requirements) is a wealth management firm that provides high-net-worth individuals with personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. The firm focuses on preserving and growing wealth through disciplined strategy, deep expertise, and trusted long-term relationships.

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX) Design, User Interface (UI) Design, Prototyping, Design System Library, Development Implementation Support

Overview

XYZ TRUST (name changed due to NDA requirements) is a wealth management firm that provides high-net-worth individuals with personalized investment strategies, estate planning, and long-term financial guidance tailored to complex portfolios. The firm focuses on preserving and growing wealth through disciplined strategy, deep expertise, and trusted long-term relationships.

Industry

FinTech

Project Type

Product Design

Scope

User Experience (UX) Design, User Interface (UI) Design, Prototyping, Design System Library, Development Implementation Support

Previous

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Previous

Previous

- Epixego

Epixego partnered with BlueApple to evaluate and improve its existing product and redesign key user flows, including the advisor landing page, onboarding, employer flows, and student flows. Our goal was simple: create a product that feels current, clear, friendly, and easy to use for both university professors and students. We reduced complexity by streamlining multi-step flows, clarifying user progress, and improving overall navigation. The result is a light, open site that supports powerful functionality - giving users control and clarity.

Epixego

Previous Project

Previous Project

- Epixego

Epixego partnered with BlueApple to evaluate and improve its existing product and redesign key user flows, including the advisor landing page, onboarding, employer flows, and student flows. Our goal was simple: create a product that feels current, clear, friendly, and easy to use for both university professors and students. We reduced complexity by streamlining multi-step flows, clarifying user progress, and improving overall navigation. The result is a light, open site that supports powerful functionality - giving users control and clarity.