UI/UX Design built for Wealth Management companies
What is UI/UX Design?
We design interfaces that convert, not just interfaces that win design awards. For Wealth Management companies, this means navigating SEC regulations (US), MiFID II (EU) while shipping fast.
Who needs UI/UX Design for Wealth Management?
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- High bounce rates from confusing navigation
- Inconsistent design system across product surfaces
Best UI/UX Design company
Wealth platforms must turn complex portfolio data into something both advisors and clients trust.
GarudLabs delivers UI/UX Design for Wealth Management companies in with the rigor enterprise clients expect.
Schedule a free UI/UX Design discovery call with our Wealth Management team
Book a free 30-minute discovery callThe real cost of getting UI/UX Design wrong in Wealth Management
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Regulatory compliance across investment products
- Security expectations for high-net-worth client data
Why Wealth Management companies in trust us with UI/UX Design
User research and journey mapping
Wireframes and interactive prototypes
Design system and component library
Usability testing sessions
Developer handoff documentation
Core Technology Stack
FigmaFramerMazeAdobe XDStorybookTailwind CSS
Timeline, investment & compliance
Typical timeline
4-10 weeks
Typical investment
$25,000 - $60,000
UI/UX Design engagements in this combination typically need to account for:
- SEC regulations (US)
- MiFID II (EU)
- GDPR
- FINRA compliance
Proven Results
"We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation."
Read the full case studyGet a UI/UX Design proposal tailored to your Wealth Management goals
Get a free project cost estimateFrequently Asked Questions
Most UI/UX Design engagements take 4-10 weeks, depending on scope and how clear the requirements are upfront. We'll give you a firm timeline estimate after a short discovery call, not a generic range.
UI/UX Design projects with us typically range from $10,000 - $60,000, scaled to the complexity of your requirements. We provide a detailed, itemized estimate before any work begins so there are no surprises mid-project.
For ui/ux design, we typically work with Figma, Framer, Maze, Adobe XD, chosen based on your specific scalability and integration requirements. We're not tied to a single stack and will recommend the right tools for your situation rather than our default.
A typical ui/ux design engagement includes user research and journey mapping, along with the other deliverables outlined in our proposal, such as documentation and a post-launch support window. The exact scope is tailored to your project during discovery.
Most clients come to us for ui/ux design because of high bounce rates from confusing navigation, among other related challenges. We start every engagement by mapping your specific pain points before writing a single line of code.
We've delivered multiple wealth management projects addressing challenges like fragmented portfolio data across custodians. We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation.
For wealth management clients, we pay close attention to SEC regulations (US), MiFID II (EU), building these requirements into the architecture from day one rather than retrofitting them later. We'll confirm which specific regulations apply to your business during discovery.
The most common challenges we solve for wealth management clients include fragmented portfolio data across custodians and client reporting requiring manual aggregation. We tailor our discovery process to surface the specific version of these problems your business faces.