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Origin Investments

Origin Investments

Origin Investments

Origin Investments

Origin Investments

Visual design / UX design

Visual design / UX design

Visual design / UX design

Visual design / UX design

Origin Investments is a real estate investment firm which makes it possible to invest in both public and private real estate in one place. At Perficient Digital Labs, we were tasked with creating an app that allows the user to go through a sign-up flow to choose their investment portfolio, set up their account, and monitor their investments.

Origin Investments is a real estate investment firm which makes it possible to invest in both public and private real estate in one place. At Perficient Digital Labs, we were tasked with creating an app that allows the user to go through a sign-up flow to choose their investment portfolio, set up their account, and monitor their investments.

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Sign Up

Sign Up

Sign Up

Sign Up

Sign Up

When signing up for the app, users are guided through a series of questionnaires that help them see their recommended portfolio from Origin.

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Recommendation

Recommendation

Recommendation

Recommendation

Users are then given a recommended portfolio makeup. They have the ability to change the values to see projected return. They can take the portfolio makeup recommendation, or they can choose their portfolio on their own by self-setup through the offerings page.

The user is then given a recommended portfolio makeup by Origin. They have the ability to change the values to see projected return. They can take the portfloio makeup recommendation, or they can choose to do it on their own by self setup through the offerings page.

The user is then given a recommended portfolio makeup by Origin. They have the ability to change the values to see projected return. They can take the portfloio makeup recommendation, or they can choose to do it on their own by self setup through the offerings page.

The user is then given a recommended portfolio makeup by Origin. They have the ability to change the values to see projected return. They can take the portfloio makeup recommendation, or they can choose to do it on their own by self setup through the offerings page.

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Offerings

Offerings

Offerings

Offerings

If users elect to setup their fund portfolio independetly, they are directed to the offerings page, where they can choose which funds they want to invest in.

If the user elects to setup their fund portfolio independetly, they are directed to the offerings page, where they can choose which funds from private and public they want to invest in.

If the user elects to setup their fund portfolio independetly, they are directed to the offerings page, where they can choose which funds from private and public they want to invest in.

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Funding

Funding

Funding

Funding

Funding

Next, users answer APEX and SEC questions, and then add a funding source.

Next, users answer APEX and SEC questions, and then add a funding source.

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The App

The App

The App

The App

The App

Within the app, users can monitor their investments, view transactions, add funds, contact Origin for help, read relevant news, and more.

Within the app, users can monitor their investments, view transactions, add funds, contact Origin for help, read relevant news, and more.

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