Securitize - Investment Management Mobile App & UX UI Design

About Securitize project

• Securitize - Investment Management Mobile App simplifies how users manage private market investments. It delivers secure access, real-time portfolio analytics, and custom dashboards to help investors make confident decisions anywhere.

• Industry

  Fintech, Investment Technology

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• Category

  Dashboard

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• Location

  San Francisco, California, USA

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User Challenges

• Many investors struggle with accessing private markets due to fragmented platforms, limited visibility into performance, and complex navigation. Users also expect fast access to secure, real-time investment updates on mobile.

Key Pain points

• Limited Transparency

  Users were unable to view real-time updates or get a full picture of their private investment performance, making decision-making slower.

• Complex Navigation

  The previous app structure required too many taps and had inconsistent UI patterns, reducing retention and user satisfaction.

Valuable Insights

• Working with investment flows and private market users revealed common UX pain points. We conducted usability tests with retail and institutional users to shape dashboard priorities for Securitize - Investment Management Mobile App project.

Major Findings

• 73% wanted Real-Time Access

  Users requested more up-to-date data. Based on this, we created data cards and alert widgets for portfolio tracking.

• 61% struggled with Legacy Apps

  Feedback showed users avoided legacy financial tools due to complexity. Our design process focused on replacing these with simple, mobile components.

Our Solutions

• We delivered a sleek Securitize - Investment Management Mobile App ui / ux with streamlined data visualization and intuitive flows. Features like custom dashboards, biometric login, and quick filters increased user efficiency and trust.

• Modular Investment Cards

  Each asset is shown in a modular card layout, with key metrics displayed up front. This reduced user friction and supported glance-based insights.

• Secure Auth Flow

  We integrated biometric login and contextual authentication cues without adding extra steps to the onboarding journey.

• Embedded Alerts and Actions

  Critical exceptions are paired with actionable insights within the same screen. This eliminates the need to switch tabs and supports faster issue resolution.

Project Result

• The updated Securitize - Investment Management Mobile App example led to a more engaging mobile experience with faster onboarding and better retention. Secure flows and insight-driven layouts increased user satisfaction by over 35%.

• 73% - Accuracy Drop

  Users missed load balance targets when parcel weight or placement data was incomplete. This impacted flight preparation time and safety checks.

• 60% - Need Real-Time Cargo Status

  Most logistics coordinators depend on real-time alerts to prevent missed handoffs and delays during transit - a priority that shaped notification design.

Key Efficiency Gains

• +45% Retention Rate

  Simplified dashboards and secure flows helped boost weekly app usage and decrease churn during onboarding.

• +30% Faster Navigation

  Reduced user path length to investment data by restructuring tab logic and using embedded filters in key screens.