Wealth Management Platform for Madhura Sekar
By leveraging minimalist UI, behavioral psychology, and cutting-edge UX principles, the design team designed a seamless digital experience that bridges traditional finance with modern, AI powered insights. Sandbox Wealth Beta is a modern, high end wealth management platform tailored for High Net Worth Individuals HNIs and financial advisors. Designed with a seamless, data-driven UX, the platform simplifies complex financial planning and investment tracking, ensuring an intuitive, accessible, and elegant user experience.
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Sandbox Wealth Beta is a modern, high-end wealth management platform tailored for High-Net-Worth Individuals (HNIs) and financial advisors. Designed with a seamless, data-driven UX, the platform simplifies complex financial planning and investment tracking, ensuring an intuitive, accessible, and elegant user experience.
Fintech, Wealth Management, UX Design, High-Net-Worth Individuals, Investment Platform, Digital Banking, Data Visualization, Secure Transactions, AI-driven Finance
Sandbox Wealth Beta was developed using React, TypeScript, and a scalable design system, ensuring a responsive and modular interface. The backend integrates with AI-driven financial models and real-time market APIs to deliver actionable insights. Advanced data encryption secures user assets, while progressive micro-interactions guide users through investment decisions with ease.
One of the biggest challenges was simplifying complex financial data into a digestible and visually engaging format without losing depth. HNIs expect a balance of sophisticated analytics and intuitive usability. Designing a trust-driven UX required refining data visualization, security, and real-time insights while keeping the platform sleek and modern. Balancing compliance with fintech regulations and a seamless experience was a key design challenge.
The project began in June 2022 in New York City. The design process included multiple iterations based on user feedback, usability studies, and testing to refine the UX and ensure seamless functionality for HNIs. The final product was rolled out in early 2024 for select users before a wider launch.
Sandbox Wealth Beta offers an intuitive and streamlined investment management experience for HNIs. Users can track portfolios in real-time, receive AI-driven insights, and connect securely with financial advisors. The platform’s personalized dashboard adapts to individual investment strategies, providing tailored financial recommendations. Micro-interactions and smooth transitions enhance usability, making wealth management effortless.
The research focused on behavioral finance, user psychology, and digital wealth management trends. We conducted in-depth user interviews with HNIs and financial advisors, studying how they interact with financial data. A mix of quantitative usability testing and qualitative feedback helped shape the platform’s design. The research led to a data-driven UX strategy, reducing cognitive load and enhancing trust through transparent financial insights.
The inspiration behind Sandbox Wealth Beta came from the need to modernize wealth management for HNIs, who require clarity, trust, and intuitive tools to handle complex investments. Existing platforms felt outdated and cluttered. By leveraging minimalist UI, behavioral psychology, and cutting-edge UX principles, we designed a seamless digital experience that bridges traditional finance with modern, AI-powered insights.
© 2025 The Sandbox Companies Inc. All Rights Reserved.
Sandbox Wealth Beta Wealth Management Platform has been a Silver winner in the Interface, Interaction and User Experience Design award category in the year 2024 organized by the prestigious A' Design Award & Competition. The Silver A' Design Award celebrates top-tier designs that embody excellence and innovation. This award acknowledges creations that are not only aesthetically pleasing but also highly functional, reflecting the designer's deep understanding and skill. Silver A' Design Award recipients are recognized for their contribution to raising industry standards and advancing the practice of design. Their work often incorporates original innovations and elicits a strong emotional response, making a notable impact on the improvement of everyday life.
Madhura Sekar was recognized with the coveted Silver A' Design Award in 2025, a testament to excellence of their work Sandbox Wealth Beta Wealth Management Platform.
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