Fortvest
A financial interface that separates the everyday balance, savings plans and investments while keeping the whole account in view.
- Sector
- Finance · Personal money management
- Scope
- UI/UX Design · Website & Webapp Design · Frontend Development
A clearer view of the money, and the next step.
A clearer view of the money, and the next step.
Fortvest’s supplied product organises money management into FortFlex, FortBank, FortInvest and FortAdvance. The dashboard summarises those areas; dedicated service screens give savings and investments room for their own decisions.
Financial interfaces need to communicate both an amount and its context. This presentation follows that structure through the actual dashboard, savings and investment components. All balances, transactions and plans in the embedded application are demonstration data.
- 01
Make the overview useful
Place the total balance, service balances and recent activity in a readable hierarchy.
- 02
Separate different decisions
Give savings plans and investments their own working context.
- 03
Carry account controls across views
Keep the header, navigation and balance visibility consistent.
Overview first. Detail when it is needed.
The dashboard starts with the account position. From there, the member can move into savings, view investment categories or return to recent activity without losing the shared navigation.
- 01
Orient
Dashboard and total balance
- 02
Choose
Service balances and navigation
- 03
Save
Plans and target progress
- 04
Explore
Investment categories
- 05
Review
Transactions and account context
A dashboard that gives the numbers a structure.
The total balance anchors the opening. Service balances sit beneath it, followed by recent transactions. Deposit and withdrawal entry points remain close to the balance they affect.
- 01
An account hierarchy
The total comes first, with the individual services presented as supporting detail.
- 02
Visible activity
Recent transaction rows include direction, date, amount and status.
- 03
Control over visibility
The original balance toggle lets the member hide monetary figures.
Savings plans have their own working space.
FortBank separates the savings balance from individual plans. Plan type, progress and target sit together, while tabs organise target savings, locked savings and history.
- 01
Plan-level context
Each savings plan carries a title and a relationship between the current amount and target.
- 02
A readable overview
The savings balance and supporting indicators sit above the plan list.
- 03
Distinct work modes
Tabs separate current plans, targets, locked plans and history.
A strong action colour against a quiet account view.
The source interface uses Poppins with Fortvest’s orange as the primary action colour. Neutral cards establish the balance hierarchy, while transaction direction and status use their own semantic colours. The original theme controls remain available.
Your money.
In view.
Fortvest orange
Primary actions and brand emphasis
Deep neutral
Dark theme and strong text
Soft white
Light surfaces and separation
An overview that fits the phone.
The wider interface gives navigation a sidebar. The smaller layout uses the product’s bottom navigation and stacks account content vertically. The same compiled components render in both device frames; these are not captured screen images.
Reading orderContent follows the task in a vertical sequence.
Working spaceControls keep their own room on the smaller canvas.
Brand recognitionThe identity carries across both screen sizes.
Explore the original interface.
Choose a view and a screen size. The embedded interface reflows and responds to your actions.
Three source interfaces, ready to inspect.
The standalone preview uses the supplied React dashboard, FortBank and FortInvest screens with their original Tailwind styles. A local data adapter lets the interface render without opening a financial account or contacting its backend.
- 01
Dashboard
Account overview, balance visibility and recent activity.
- 02
FortBank
A fictional savings goal, plan navigation and savings controls.
- 03
FortInvest
The original marketplace, portfolio and performance interfaces with an empty demonstration portfolio.
- UI/UX Design
- Website & Webapp Design
- Frontend Development
- Responsive interface layouts
- Original brand and product assets
All account details, balances, transactions and plans in this preview are fictional. No payment, withdrawal, account change or investment can be made. No financial performance or regulatory approval is claimed. A public project link will be added when its current address is confirmed.
An account overview that leads naturally into the detail.
Digital design & development · Gradatim Concept
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