One View

Visual · UX · UI

We managed to design the application fully dynamic  without compromises.

THE CHALLENGE

We needed to re-invent outdated UX patterns as well as modernizing the UI. We also needed to design it as a freestanding white label application.

OUR APPROACH

One View is an account aggregation solution that offers financial institution customers a complete view of their finances, enabling them to create a complete financial portrait across all their online accounts at one or multiple financial institutions. 

It also offers the tools to simplify their money management, analyze their spending habits, review investment portfolios and take control of their finances. Designed as a web app its also adaptive to work flawlessly on any tablet.

A modular design allowed widgets to be freely moved around the grid to make up all the different sections. The application was first rolled out to Morgan Stanley who praised its improved UX.

"We are extremely impressed with OneView's new approach, It's clearly focused on addressing some of the biggest operational challenges that face portfolio accounting and trading systems. The new user experience is efficient, quick, easy to use, and should have an immediate impact on our bottom line due to the greater productivity the solution facilitates for its users."

- CARMINE REMO, MANAGING DIRECTOR AT SEI

The ultimate overview of your entire financial situation.

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Scales and adapts flawlessly to smaller screens.

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