Fiduciary Management Platform

Website, Funds Administration, Investment Services

Agency & Year

XP Inc. // 2022

The XP Investments Fiduciary Management platform is a new website includes key features like a single log in for multiple trustee managers, tracking of funds status, filters, register new funds.

Role

Design Lead

User Research

Interaction Design

Visual Designer

Prototype

Tools

Figma

Problems

Our research identified 2 primary problems to solve at the first shipping phase

Multiple accounts

Investment fund managers have more than one company identification number to follow up. People agreed having multiple accounts to log in was tiring.

Outsourced

The platform was outsourced from another company that developed the APIs, being feature limited and without any link to XP visual identity and design system.

Opportunity

How might we build an innovative platform that better support our clients to manage their funds?

Goals

We converted our key problems into opportunities to solve during the redesign.

Innovate

Develop a innovative and shippable MVP baseline experience for Fiduciary Management Services. This meant supporting a minimal feature-set that could be built, tested and shipped in 6 months.

To facilitate

The new platform must support our clients to make their best decisions for their funds, facilitating for them to manage every step of the process.

Grow

We must reach product-market within 12 months and become a reference before growing to other features.

SOMA Design System

The backbone of the new platform was based on XP Inc. Design System, SOMA. The design system was built specifically to be reusable in different platforms, brands and devices, ensuring consistence and an agile deliver.

MVP

The new platform presented the key-features to be shipped