What went into the design process?
As someone with a financial undergraduate degree who at one point imagined a career in the finance world, I went into this with a good vision of its customer journey. I drew inspiration for this from a source I found on Pinterest, but added my flavor and specificity to the financial management world. I wanted to primarily focus on the customer experience for someone just starting out in the investment world given advanced users require much more powerful and predictive analytic capabilities (shout-out to thinkorswim!).