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The tool for a smarter investment

 

CHARTER HALL, AUSTRALIA

Strategy: Gerard Dillon

UI Design: Marcus Riggall

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Active users

Website conversions

Users

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Context

 An online tool for potential investors to get a realtime view of their investment returns.

The portfolio allocation tool allows the investor to manually adjust their investment diversity
and see immediate results.

 

Approach

We wanted to build upon the previous allocation tool and create a more interactive experience for the user.
Being able to provide users with real-time investment results was a key feature when considering the design.

Colour was always going to be vital to the final outcome as it would clearly define the investment groups for the user, so our task was to make use of the Charter Hall brand to make this easy for the user

A portfolio allocation tool to allow for a smarter investment.             

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Outcome

A fully functional portfolio allocation tool designed, developed and delivered to provide Charter Hall’s clients with

the perfect way to invest in a product they can trust.

 

 

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