BestInvest

Empowering the financial future for advice-seeking investors.

Working with renowned agency HiMum!SaidDad who partnered with Evelyn Partners to completely redefine the Bestinvest offering and attract a new generation of investors.

At the core of the project, the team at Evelyn Partners recognised that there was a major gap in the market when it came to relatively younger investors who were looking for affordable and credible ways to invest.

Empowering the financial future for advice-seeking investors.

Working with renowned agency HiMum!SaidDad who partnered with Evelyn Partners to completely redefine the Bestinvest offering and attract a new generation of investors.

At the core of the project, the team at Evelyn Partners recognised that there was a major gap in the market when it came to relatively younger investors who were looking for affordable and credible ways to invest.

Empowering the financial future for advice-seeking investors.

Working with renowned agency HiMum!SaidDad who partnered with Evelyn Partners to completely redefine the Bestinvest offering and attract a new generation of investors.

At the core of the project, the team at Evelyn Partners recognised that there was a major gap in the market when it came to relatively younger investors who were looking for affordable and credible ways to invest.

The challenge

Make investing more approachable for people seeking guidance, while giving experienced investors easy access to the detail and tools they need.

The opportunity

Bring portfolio insights, investment discovery, and financial goals into one mobile experience, helping users understand their options and manage their investments.

The outcome

A connected investment experience that brings together portfolio tracking, stock purchases, and long-term planning, with clear information and guidance throughout.

The challenge

Make investing more approachable for people seeking guidance, while giving experienced investors easy access to the detail and tools they need.

The opportunity

Bring portfolio insights, investment discovery, and financial goals into one mobile experience, helping users understand their options and manage their investments.

The outcome

A connected investment experience that brings together portfolio tracking, stock purchases, and long-term planning, with clear information and guidance throughout.

The challenge

Make investing more approachable for people seeking guidance, while giving experienced investors easy access to the detail and tools they need.

The opportunity

Bring portfolio insights, investment discovery, and financial goals into one mobile experience, helping users understand their options and manage their investments.

The outcome

A connected investment experience that brings together portfolio tracking, stock purchases, and long-term planning, with clear information and guidance throughout.

Design principles

Efficient

What users care about, at a glance
From the landing page, the app should give users the information they need most frequently on a daily basis. Accessing information easily without overcomplicating the pathways in.

Flexible

From seasoned to new investors
It is important to communicate with everyone, but we need to recognise each individual. While new investors shouldn't feel overwhelmed, seasoned investors should still be able to get detailed information on request.

Reliable

Information reliability matters
Users should feel confident that the information in front of them is accurate at all times.

Design principles

Efficient

What users care about, at a glance
From the landing page, the app should give users the information they need most frequently on a daily basis. Accessing information easily without overcomplicating the pathways in.

Flexible

From seasoned to new investors
It is important to communicate with everyone, but we need to recognise each individual. While new investors shouldn't feel overwhelmed, seasoned investors should still be able to get detailed information on request.

Reliable

Information reliability matters
Users should feel confident that the information in front of them is accurate at all times.

Design principles

Efficient

What users care about, at a glance
From the landing page, the app should give users the information they need most frequently on a daily basis. Accessing information easily without overcomplicating the pathways in.

Flexible

From seasoned to new investors
It is important to communicate with everyone, but we need to recognise each individual. While new investors shouldn't feel overwhelmed, seasoned investors should still be able to get detailed information on request.

Reliable

Information reliability matters
Users should feel confident that the information in front of them is accurate at all times.

Home page

A quick look at the home page enables users to easily grasp crucial information. To enhance the user experience, we not only provide quick access to daily essential actions but also offer secondary ones under a prominent "more" button. Furthermore, our research showed that users prefer to view data in graph form. Therefore, we designed the home page to include an easily accessible graph, which can be pulled down for a full-screen display.

Investment feed

According to our internal research, most users reached investment pages already knowing what stocks or portfolios to consider, while new investors appreciated some guidance.

The BestInvest app provided users with a solution, making it easy for them to find the best next step, stay informed of hot market trends, and access news tailored to their active investments, all in one convenient investment page. This resulted in higher daily app usage and greater revenue for the business.

Buy Stocks

We designed the stock-buying journey around a clear sequence: enter an investment amount, review the order, and confirm the purchase. Users can see the number of shares, price, and a breakdown of charges before committing, with a countdown showing how long their quote remains available. Payment options sit within the flow, while the final confirmation brings together the order status, transaction details, and a direct link to view transactions.

Life Plan

We designed Life Plan to connect investing with personal goals, such as buying a home or preparing for retirement. An overview brings each goal and its progress into one place, while detailed views show contributions, targets, and projected outcomes over time. Charts help users understand how different market scenarios could affect their plans, with clear actions to add money or edit a goal as their priorities change.

Download the app

If you don't want to scroll all the way to the top,

Luca Artorelli

If you don't want to scroll all the way to the top,

Luca Artorelli

If you don't want to scroll all the way to the top,

Luca Artorelli