Invest and learn together

Product Design

Role

High Fidelity iOS experience

Deliverable

Designed UX and UI flows ready for development.

Summary

6 months

Timeline

The Problem Space

Treasury is a friendly app that lets you enjoy amazing content from creators and also invest and trade directly from the same platform. It's a one-stop-shop for discovering, engaging, and connecting with like-minded individuals while taking control of your financial future.

Women and non-binary people are a minority in the world of finance. Treasury's collaboration with Her-First-100k Tori offers a safe space for like-minded individuals to break down the gatekept world of investing and have a community to learn and invest together.

Invest with collections

Treasury makes it easy to know what to invest in.

Many times newer investors are unsure what to buy and where to start so they just don’t. We needed a way for community members to learn about long-term investing and create a balanced portfolio.

Learning about allocation

Treasury preselects funds and explains them to new investors.

Funds are carefully chosen and allocated thoughtfully to make it easier to achieve a well-balanced portfolio. Also, explaining what they are so new investors are informed.

Complete pairings with what you already own

Treasury suggests funds you can own that will help you create a balanced portfolio.

Many of our users had already purchased funds on their own or in the onboarding workshop. We wanted to take out the guess work on what they could purchase next.

Set up Automated Payments

Facilitate long-term investing with Treasury. Growing wealth long term is made easier with automated payments.

Treasury teaches community members how compound interest paired with frequent investments can increase their returns and makes it easy .