Case study · ESG wealth management
Truvalue Wealth
Concepting a tablet-based ESG companion that helped wealth managers connect client values, portfolios, products, and education.
Challenge + Approach
Challenge
Values-aligned demand without the right advisory tools.
Investors increasingly wanted sustainable options, while wealth managers lacked the data, products, and tools needed to deliver them.
Approach
Bring ESG analysis and advice into one tablet experience.
The concept combined timely ESG analytics, portfolio analysis, rated investment products, alerts, reporting, and education for client conversations.
The work included:
- Design thinking and product concepting
- Tablet experience architecture
- Product and visual design direction
Wealth Manager App Concept
The concept moved from dashboard and product discovery into portfolio comparison, ESG insight, alerts, and educational content.
Outcome
A cohesive concept for values-aligned wealth conversations.
The experience connected ESG intelligence, portfolio context, investable products, and education in one advisory tool.
