// CASE STUDY · PLANNER
WEALTH · FINTECHPLANNER_
Your entire wealth.
One screen.
Investments, cash, pension and exposures — one clear, up-to-date financial picture.
Planner is an advanced wealth management platform that brings a client's assets, investments and financial information into one unified digital experience. High-net-worth individuals, families and investors understand their complete financial position, monitor performance and analyze their investments — through a clear, accurate and accessible interface.
We built the product end to end — product strategy, UX/UI, a web platform, native iOS and Android apps, backend, an admin platform and a financial data infrastructure.
- platforms3Web · iOS · Android
- portfoliosMULTISwitch entities in one tap
- currenciesMULTIMulti-currency, converted
- languagesRTL·LTRFull Hebrew & English
// 01 · What we built
Four layers. One product.
Wealth information is usually scattered across banks, investment managers, pension providers and internal files. We built every layer that turns that information into one product.
- 01Web · Responsive
Web platform
A personal financial dashboard with data cards, charts and key metrics — clear hierarchy, high readability.
- 02iOS · Android · Tablet
Native apps
The exact same experience — on phones and tablets. Secure sign-in, dashboard, investments and exposures anywhere.
- 03API · Sync · FX
Backend & data
An infrastructure that consolidates investment data, currency conversion, pension and exposures — synced across every system.
- 04Admin · Ops · Permissions
Admin platform
An admin environment for clients, users, portfolios and permissions — no fragmented manual processes.
// 02 · Project overview
From scattered data —
to instant answers.
Planner was built to bring all financial information into one platform and help clients quickly understand:
- 01
Their total portfolio value.
- 02
How their assets are allocated.
- 03
How the portfolio has changed over time.
- 04
Where investments are held.
- 05
How liquid the portfolio is.
- 06
Their exposure to currencies, countries and sectors.
- 07
How each account or manager contributes to the whole.
The goal: transform complex financial data into a simple, intuitive experience.
// 03 · The challenge
A lot of information.
Zero overload.
Wealth platforms need to present large amounts of financial information without overwhelming the user. The main challenge was to create a product that could:
- 01
Consolidate data from multiple financial sources.
- 02
Present a complete view of a client's wealth.
- 03
Support multiple portfolios and entities.
- 04
Visualize complex financial data clearly.
- 05
Support multiple currencies and asset classes.
- 06
Maintain consistency across web, mobile and tablet.
- 07
Deliver a trustworthy, premium financial experience.
- 08
Protect sensitive personal and financial information.
On top of that — the platform needed to serve clients without professional financial expertise, letting them understand their portfolios without manually analyzing complex reports.
// 04 · The solution
From a quick overview —
to deep analysis.
We designed a platform that organizes the client's entire financial world around one personal dashboard. Users immediately review portfolio value, performance, balances and investments — then explore each area in greater detail. The experience follows a clear hierarchy:
- 01
Review total portfolio value
- 02
Understand changes over time
- 03
Switch between portfolios
- 04
Review asset allocation
- 05
Explore investments, securities, cash and pension
- 06
Analyze exposures and diversification
- 07
Review accounts and detailed data
// 05 · Personal dashboard
The numbers that matter.
First.
The Planner home screen brings together the client's most important information — structured data cards, charts and key metrics, with a strong focus on hierarchy and readability.
- 01
Total portfolio value and data update date.
- 02
Performance, profits and movements over time.
- 03
Cumulative return.
- 04
Available cash and pension assets.
- 05
Allocation by investment type.
- 06
Portfolio switching.
// 06 · Complete investment overview
Every asset.
One view.
The investment area gives clients a consolidated view of all their managed assets. Each category receives a dedicated view that presents both its total value and its internal composition.
- Securities
- Bank accounts
- Cash balances
- Alternative investments
- Pension assets
- By manager
- By account
- Across currencies
// 07 · Exposures & diversification
See concentration
before it becomes risk.
A central part of the platform is analyzing the structure of the portfolio. Complex financial information becomes clear visualizations that make it easy to identify diversification, concentration and potential risks.
- Currency
- Country
- Sector
- Investment manager
- Asset type
- Liquidity level
- Account or institution
- USD46%
- ILS32%
- EUR14%
- Other8%
// 08 · Asset areas
Full detail. Without losing
the big picture.
- 01
Securities & bank accounts
Securities from multiple accounts and institutions, consolidated in one place. View holdings by bank account, understand each account's value and review the assets held within it.
- 02
Available cash
All balances by currency, account and institution: how much cash is available, in which currencies, how it's distributed across accounts — and its share of the total portfolio.
- 03
Pension assets
Total pension value, deposits, profits, returns, allocation by manager and product comparisons — long-term savings alongside the rest of the assets, not a separate silo.
// 09 · Multiple portfolios
Family. Company. Trust.
One account.
Users switch between multiple portfolios through a single account — built for families, companies, trusts and clients managing several entities. When a different portfolio is selected, every dashboard, investment and exposure view updates to reflect it.
- PersonalACTIVE
- Family
- Company
- Trust
// 10 · Native iOS & Android apps
The same product.
In your pocket.
In addition to the web platform, we developed native iOS and Android applications — the same design language and information hierarchy, adapted for phones and tablets.
- 01Secure authentication
- 02Financial dashboard
- 03Portfolio switching
- 04Investments & securities
- 05Available cash
- 06Pension assets
- 07Exposures
- 08User settings
- 09Language & display currency
- 10Tablet support
// 11 · Financial UX & design
Four design principles.
- 01
Clarity
The most important information appears first. Detailed data stays available for users who want to explore further.
- 02
Trust
A clean, precise and calm visual language — creating a sense of stability and confidence.
- 03
Consistency
All screens use consistent components, information structures and system states — across web and mobile.
- 04
Accessibility
Users without professional financial expertise still understand their most important information.
// 12 · Hebrew & English
RTL and LTR.
Not just translation.
Planner supports a multilingual experience — Hebrew in RTL and English in LTR. The implementation includes full adaptation of:
- Screen direction
- Navigation & menus
- Charts
- Tables
- Date formats
- Currency & number formats
- Mobile & tablet components
// 13 · Backend & data infrastructure
The infrastructure
behind the numbers.
Behind the interface, we developed an infrastructure that manages financial information, permissions and active portfolios — architected to support additional sources, asset classes and capabilities in the future.
- 01Users & permissions
- 02Clients & portfolios
- 03Investment data
- 04Currency conversion
- 05Securities & accounts
- 06Cash balances
- 07Pension information
- 08Exposure data
- 09Data synchronization
- 10Auth & session management
// 14 · Security & privacy
Sensitive data.
Secure by default.
In a platform that manages sensitive financial information, security is a core part of the product — not an add-on.
- 01
Secure user authentication
- 02
User and portfolio-level permissions
- 03
Secure credential storage
- 04
Separation between clients & entities
- 05
Protected app-to-server communication
- 06
Permission-based access control
// 15 · Admin platform
Day-to-day operations.
No manual processes.
Alongside the client experience, we developed an admin environment that lets the operational team run the platform:
- 01
Client management
- 02
User management
- 03
Portfolio management
- 04
Financial data review
- 05
Data updates
- 06
Permission management
- 07
Missing or unusual data handling
- 08
Platform activity monitoring
// 16 · The outcome
From scattered information —
to one clear product.
Planner transformed distributed financial information into one clear and accessible digital product. Clients get a unified view of their wealth — investments, exposures, cash and pension through one consistent experience.
Its modular infrastructure allows the product to grow with additional data sources, asset categories, advanced reports and personalized financial tools.
// 17 · Technology & capabilities
What's under the hood
Every layer was built for financial data: precise, secure, and ready to grow.
- WEBResponsive web platform
- MOBILENative iOS & Android apps
- DEVICESPhone & tablet support
- CHARTSFinancial dashboards & charts
- MULTIMultiple portfolio management
- FXMulti-currency support
- I18NHebrew & English · RTL & LTR
- RBACRole & permission management
- APIBackend & API infrastructure
- ADMINAdvanced admin platform
- AUTHAuthentication & user management
- DATAModular financial data architecture
// 18 · Building a Fintech or Wealth product?
From complex information
to a product people trust.
We help financial companies, family offices and startups transform complex information into clear, secure and scalable digital products. Let's build your next product.
Clear. Secure. In one place.