Openfolio

Openfolio wants to make personal investing simpler, more relevant, and more transparent for the everyday investor. Using Openfolio,

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Openfolio wants to make personal investing simpler, more relevant, and more transparent for the everyday investor. Using Openfolio, people can sync their investments and 401Ks to the Openfolio platform, and use the iOS app to benchmark performance against peer groups and understand their portfolio strategy and investments more like a professional investor.

We worked with Openfolio to create an iOS app that makes understanding your performance simpler, like understanding the weather. We also collaborated with the Openfolio team to integrate a chat bot to help bring users daily market insights. To help them relaunch the app, we helped redesign Openfolio.com, repositioned the brand and messaging, and helped elevate the data and insights Openfolio can generate from its unique perspective on investor behavior.

Openfolio wants to make personal investing simpler, more relevant, and more transparent for the everyday investor. Using Openfolio, people can sync their investments and 401Ks to the Openfolio platform, and use the iOS app to benchmark performance against peer groups and understand their portfolio strategy and investments more like a professional investor.

We worked with Openfolio to create an iOS app that makes understanding your performance simpler, like understanding the weather. We also collaborated with the Openfolio team to integrate a chat bot to help bring users daily market insights. To help them relaunch the app, we helped redesign Openfolio.com, repositioned the brand and messaging, and helped elevate the data and insights Openfolio can generate from its unique perspective on investor behavior.

Brand, Mobile, Product Design, UI Design

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