UBS partnered with Deloitte Digital to build a new mobile app for their wealth management clients. I designed and shipped every feature that was included in the initial release.

UBS App Accounts

The most fundamental job of any finance app is accurately communicating to the user their financial status. In order to do that well for high net worth individuals, I needed to design for the complexity of their numerous resources. In the Accounts tab, Balances offer a comprehensive view of assets and liabilities, while Holdings categorize assets by class. Successfully designing both features required presenting the bank’s intricate nested structure and grouping in a way that’s clear and simple.