Elements Android App

Financial advisors lose time chasing down client data that lives across disconnected accounts, spreadsheets, and memory. Elements needed a native Android app that would meet clients where they already were and make updating financial information feel effortless, not like homework.

Problem

Client data was scattered and manually maintained, making it hard for advisors to give timely, accurate advice. There was no native Android experience, which meant a significant portion of clients had no good way to stay engaged with their financial picture.

Solution

We designed a client-centered native mobile application that makes financial planning feel approachable and intuitive. This meant building the ability to link financial accounts, manually update or add net worth items, and track financial wealth in one place.

Outcome

I delivered go-to-market designs for the Android application. Presented to key stakeholders in the company and delivered final designs and user flows to the dev team.