Automated Investiing Onboarding
I helped design an automated investing tool years ago that guided users through an onboarding process. They established their savings goals, risk profiles that matched their tolerance, and set them up with a suitable portfolio.
automated investing
banking
data vis
data visualization
finance
interface
investing
roboadvisor
ui
user experience
ux
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Posted on
Dec 26, 2019
More by Simon Duncan View profile
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