RE:Luna

RE:Luna

RE:Luna

Year

2024

Industry

Fintech

Services

Product Design
Testing
Research

Client

The idea for Re:Luna was conceived in 2014 as a family-owned consulting firm. Today, we are a group of companies specializing in the provision of investment and financial services, and we have developed our own proprietary high-tech asset management solution.

About Product

A single digital solution for managing all your processes. The product enables asset and investment management companies to comprehensively manage the well-being of their clients. The product includes the key processes of an asset management firm, family offices, financial advisors, banks and everything in between.

A single digital solution for managing all your processes. The product enables asset and investment management companies to comprehensively manage the well-being of their clients. The product includes the key processes of an asset management firm, family offices, financial advisors, banks and everything in between.

What I Did

Business Requirements

Research

UX/UI Audit

Challenges

Wireframing & Prototyping

The first step was to draw up a diagram of the existing version, creating a spider-like mental map that includes all objects and actions. After analyzing the scheme, structural inconsistencies were identified and improvements in the hierarchy were proposed. We also used this scheme to document proposed changes in the feature set, which were later reviewed taking into account the analysis of competitors and the results of user research.

After refining the scheme, including the proposed set of functions and structural changes, we used it to create high-quality frameworks for the entire system.

Design Validation

Here are a few design approaches that formed the basis of the entire redesign of the system.

Selected UX/User Interface improvements

◄ slide to view the result before and after ►

◄ slide to view the result before and after ►

◄ slide to view the result before and after ►

Result

Re:Luna is an incredibly complex system. Therefore, the old approaches have been completely redesigned. Completely new methods of interaction with the interface have been added.

Selected UX/User Interface improvements

Marketplace

We have created and implemented a marketplace with an administrative panel for convenient product management. Managers can easily add and edit financial strategies, structural products, bonds and other investment instruments. Clients get access to flexible and high-quality investment products tailored to their needs and preferences.

Selected UX/User Interface improvements

Design System

An extensive design system was made for the web, mobile application and website. All components and their states have been carefully worked out and integrated into Angular-based development.

Selected UX/User Interface improvements

Summary

After completing the comprehensive redesign of the RE:The Luna team started a new path where they took into account a new system for designing components, sections and other new features for the entire product. Customers and back office managers have left a lot of positive feedback throughout the product.

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