VERTEX

VERTEX wanted to make investing feel approachable without making it feel like a game. Trust was the product.

Explain portfolios, risk and returns to people who have never invested — while meeting regulatory disclosure requirements on every screen.

1. Step 01

   Rewrote every financial term into plain language, with the formal term one tap away.

2. Step 02

   Redesigned KYC as a progress-saved flow that can be finished across sessions.

3. Step 03

   Built a component library shared between the marketing site and the app.

Deep violet with a gold highlight used only for gains and key actions. Charts favour clarity over density.

Next.js front end on a Node.js API, PostgreSQL for portfolio data and AWS infrastructure configured for audit logging from day one.

• Next.js
• TypeScript
• Node.js
• PostgreSQL
• AWS

Onboarding completion rose 36% and KYC drop-off fell 28% in the first two months.