My Products
FINQ is an AI powered financial platform that helps people optimize their pension and investment plans.
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My Products page consolidates all accounts - pensions, funds and stocks, into one clear view, helping users track, compare, and manage their finances effortlessly.
Years
2024-2025
Role
Product Designer
Platform
Web / Mobile / Tablet
Industry
Finance
The users
Existing FINQ user
Holds one or more products, seeking a clear overview, performance tracking, insights, and upgrade opportunities.
New user
Has financial knowledge, seeks a quick analysis, clear guidance, and product options to get started.
Pain points
Multiple financial info
can overwhelm users
Distinct products
consistent experience
Hard to overview
All products in one place
Stocks
AI based stocks portfolios with 3 unique strategies
2 plans
DIY
Enables independent investors with AI-driven analysis, smart allocation, and daily-updated model portfolios.
Managed
Provides personalized management with continuous monitoring and adjustments for better outcomes.
Stocks portfolio
Depo stocks
Mutual funds
The Funds product follows a similar structure, offering both DIY and Managed plans.
2 plans
DIY
Users can explore fund rankings across different risk levels and track performance independently.
Managed
Create financial profile with a few simple questions. Receive a personalized, AI based investment portfolio.
DIY
Mutual fund ratings
Managed
Onboarding
My products page
Notifications
Updates on fund performance, changes, and key alerts.
My account page
Displays personal details and account information for all 3 products.
Personalized portfolio
