Wealth Planningplan your future
Financial planning tool
wealth planning tool
Client
WealthPlan
Industry
Fintech
Headquarters
Belgium
Services
UI/UX Design
About project
WealthPlan is a personal financial planning platform that helps individuals structure long-term wealth goals, optimize savings strategies, and track financial milestone progress.
Challenges & Solutions
Problem
Individuals lacked structured tools to connect long-term financial goals with day-to-day money management — resulting in reactive financial behaviour and poor savings performance.
Solution
Zylo designed a goal-based financial planning interface that connects income, expenses, and investment data to long-term milestone tracking and automated savings optimization.
Process
Discovery
Financial behaviour research
Goal framework design
Savings optimization modeling
Investment integration audit
User motivation analysis
Planning Architecture
Goal data model
Financial trajectory engine
Savings optimization logic
Investment aggregation layer
Progress tracking system
Implementation
Financial API integration
UX testing
Goal model validation
Platform launch
System Architecture
A financial goal engine connects transaction data, investment accounts, and savings products through a structured planning model that calculates optimal contribution paths.
Interface Engineering
Financial milestone dashboards, savings trajectory charts, and goal allocation summaries are organized in a clear, motivational layout that makes long-term planning feel tangible.
Long-term wealth — built through structured daily decisions.
MOBILE-FIRST
EXECUTION
Mobile planning access provides daily spending awareness, goal contribution confirmations, and milestone celebration notifications to reinforce positive financial habits.
UI Kit
Component library covers goal progress rings, savings trajectory charts, income/expense summaries, milestone timelines, and contribution recommendation cards.
AUTOMATION
FRAMEWORK
Savings optimization suggestions, goal contribution scheduling, milestone alerts, and monthly planning summaries are fully automated.
Design system
Results
+81%
Improvement in savings goal achievement rate
3.2×
Increase in long-term investment contribution
4.7/5
User satisfaction rating across age groups
-54%
Reduction in financial stress indicators post-onboarding
Let's work together
3-day FREE trial to
get to know us
We offer a free 3-day structured collaboration sprint with one of our senior engineers. Evaluate our execution process, clarity, and technical thinking before committing.