SELECTED WORK · FINTECH

Designing Yieldo: A Calmer Way to Invest

Designing an AI-powered wealth management platform that replaces trading noise with transparent reporting and disciplined strategy.

Role

Lead UX/UI Designer

Timeline

3 Months (2025)

Tools

Figma, Token Studio

THE OBJECTIVE

Project Goal

Design a platform that delivers professional-grade portfolio analytics, transparent performance reporting, and automated strategy — all through an interface that feels calm, clear, and built for long-term thinking.

02 / DESIGN METHODOLOGY

Design Approach

Brand Foundation

Establishing voice, color, and typography that convey discipline and clarity, distancing the brand from short-term financial noise.

Component System

Building a comprehensive dark-theme design system with semantic tokens to ensure rapid, consistent software building.

Screen Design

Crafting data-rich interfaces that remain readable and calm, organizing dense financial datasets into comfortable hierarchies.

03 / LANDING & AUTH

The Marketing Experience

A cohesive onboarding funnel designed to set a calm, strategy-focused tone before the user even creates their credentials.

Yieldo Marketing Homepage

Sign In Screen

Sign Up Screen

04 / MAIN APP SOFTWARE

The Product Experience

The dashboard and analytical tools were designed to surface meaningful data without overwhelming. Every metric earns its place.

Dashboard Overview

Performance Analytics

Holdings Overview

Transaction History

05 / SCALABLE DESIGN SYSTEM

Building the Design System

A token-based system built for consistency across light and dark modes, pairing Sora for headlines, Inter for UI, and IBM Plex Mono for data.

Color Architecture

Typography Scale

Grid & Spacing Rules

RETROSPECTIVE

Designing with Discipline

This project reinforced that good fintech design is not about simplifying away complexity — it is about presenting it with enough clarity that users feel confident rather than overwhelmed. By reducing sensory triggers and focusing on structured information density, we created a truly professional tool.

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Karen Polanco

karenopolanco@gmail.com

Karen Polanco

karenopolanco@gmail.com

Karen Polanco

karenopolanco@gmail.com