Your financial world, in one place.
Wealthora
Designed a modern Account Aggregator platform that enables users to securely connect and view multiple financial accounts in a single dashboard. The goal of the project was to simplify financial data access and provide a clear overview of users’ financial health.
Project
Wealthora
Industry
Fintech / Wealth Management · 2025
Scope Of Work
Design Goals
- Improve financial data readability through clear visual hierarchy and structured layouts
- Simplify the account linking and consent flow to reduce friction for users
- Enable users to view multiple financial accounts in one place for better financial awareness
- Create a secure and trustworthy interface aligned with financial data-sharing standards
Design Approach
The design focuses on improving data visibility, consent management, and financial insights through a structured information hierarchy and a clean, minimal interface. Card-based layouts and visual summaries help users quickly understand their account balances, transactions, and financial activity.
This concept explores how a well-structured dashboard can help users manage and understand their financial data more efficiently while maintaining security and transparency.
