Investor and Advisor Experience
Designing Engaging Digital Experiences for Investors and Advisors
We help WealthTech platforms deliver beautiful, functional, and compliant user experiences, from onboarding to goal tracking, across web and mobile.
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User Experience That Builds Trust
Investor Portals & Apps
Intuitive dashboards for transactions, portfolio insights, and goal tracking.
Advisor Dashboards
Tools that simplify client management, AUM tracking, and performance insights.
Onboarding Journeys
Smooth, step by step digital KYC and account setup processes.
Portfolio Visualization
Interactive charts and analytics designed for clarity and engagement.
Personalization & Alerts
Smart recommendations, behavioral nudges, and real-time updates.
Multi Device Design
Consistent user experience across desktop, tablet, and mobile.
Our favorite part:
the tech stack
In today’s time, web applications are real-time and data-driven with the least latency and higher performance. With our tech stack, we build such applications for you that are seamless, scalable, and match your project needs.
Where Strategy Meets Design.
Research & Mapping
Understand investor and advisor behavior, pain points, and workflows.
Wireframing & UX Flows
Create journey maps and prototypes for clarity before design execution.
UI Design & Prototyping
Apply your brand language to clean, modern WealthTech interfaces.
Development Integration
Work closely with engineering to ensure pixel perfect, responsive builds.
Testing & Feedback
Validate usability and performance across devices and demographics.
They delivered a great site that’s already seeing a high conversion rate. While it’s challenging to make a financial firm look engaging and fun, they’ve managed to pull it off in their delivery of our website
Priya Malani,
Founder of Stash Wealth
I would recommend them for highly technical projects which also need creative and solution-oriented thinking.
Sean Singh,
Product Design & Technology Consultant
Our focus is always on the bigger picture
At Mindstack, we focus on the bigger picture and think of the product as the soul that lives in code. Technology is surely important. But a product as a whole is more than just technology. Consumer perception, market feasibility, competitive landscape, value proposition, and long-term product vision – we take all those factors into account before we write a line of code.
Success stories
It’s not a success if there’s only one winner
We have worked relentlessly to step up our game and enter the competitive realm, and the benefit was never ours alone. Our success stories are comprised of our clients’ success stories, and that’s something we massively cherish.
Edelweiss - Finsens
Finance planning mobile app
Finsens is a financial tracking and planning app by Edelweiss. it uses specific algorithms to suggest the mutual funds where you need to invest in order to achieve your financial goals.
