Problem: The old online portal and mobile app experience lacked depth and functionality, users felt it lacking for the management of their investments. Any changes to their account required assistance and support, resulting in a slow and underwhelming user experience of the product. Accessing detailed fund information and projections was not available.
Solution: Design and develop a modern client portal that's mobile friendly and user-centric. Giving clients the power to administer their investments and plan for their future.
My10X is the go to place for retirement planning.
It is your financial advisor, your investment manager and your financial coach, helping you set realistic retirement goals, develop a savings (and investment) program to meet your goals, adjust your plan for any life events and monitor your progress along the way. Importantly, My10X proactively communicates with you in a personalized way and reminds you about your savings goals and how to improve your outcomes. It also reaffirms and congratulates you for taking the right steps along the way.
My10X is a mobile first platform but can be accessed via laptops and tablets. In one sentence, the portal enables clients to plan, invest and monitor their retirement investments and to achieve their retirement goals.
- Simple, mobile-friendly card based layouts.
- Interactive retirement planning tool.
- Referral program
- OTP based login
- Tailored content.
- Mobile Friendly
- Low latency