Designs

Proposed app layouts based on the competitive research and our Option 2 recommendation: Home · Portfolio · Transact · Discover · Profile. All concepts use the same five fixed tabs; content and emphasis vary to support comparison.

Compare the three concepts side by side. Each shows a different tab as the primary view.

Concept 1: Home hub

Home tab: net worth above the fold, then account cards (Investing, Insurance, Banking) and contextual cards (market news, recent activity, advisor). Same five tabs for all users.

9:41

Home

Net worth
$ —,—

Investing — Brokerage, IRA

Insurance — (if applicable)

Banking — Checking, Savings

Market news · Recent activity

Your advisor · Contact

Concept 2: Portfolio view

Portfolio tab: all accounts in one place—Accounts (invest, insurance, banking), Positions, Balances, Activity. Empty states when user has no accounts in an LOB.

9:41

Portfolio Accounts | Positions | Balances | Activity

Total
$ —,—

Investment accounts ··· $—

Insurance ··· $—

Banking ··· $—

Positions · Balances · Activity

Concept 3: Transact (action-centric)

Transact tab as the primary action center: transfer, contribute, withdraw, bill pay. Same five tabs; Transact is emphasized for users who think “do the next thing” first.

9:41

Transact

Transfer between accounts

Contribute to retirement

Withdraw funds

Pay bills

Recent — Last transfer ···

Replace with high-fidelity wireframes or Figma embeds as designs are finalized. Use showcase/assets/ for exported images.