Service, education and community in one platform
AGF's mission is to democratize financial education and access to stock market investments through courses and books that promote a long-term investment philosophy. As the only institution authorized to teach the methodology of Luiz Barsi Filho, the largest individual investor in B3, AGF also offers its own portfolio management platform, providing investors with a comprehensive experience in learning, tracking, and investing in the stock market.
Our mission was to redesign the platform, enhancing user experience and preparing it to scale with the integration of new banking products and services. The platform needed not only to offer the best and most functional transactional services, but also reflect AGF’s core-mission and purpose.
What we did
Interviews with users
Benchmark
Information architecture
Interface design
Prototyping
Illustrations
Through in-depth research, we mapped users' needs and expectations while also analyzing trends and best practices in the global portfolio management services market.
The result of this process materializes into an integrated experience aligned with AGF's investment strategy. The solution involves learning, helping users recognize good dividend-paying assets, and continuously monitoring their portfolio investments. We also cultivate an active and engaged community that promotes knowledge sharing and encourages mutual support among investors.
Investment platforms tend to focus on the 'expert' persona, making their data visualizations typically technical and niche. To make the data accessible for beginner investors, we avoided off-the-shelf solutions and explored unique, educational, and effective ways to present information, ensuring greater understanding and engagement.
Released in June 2024, the AGF app is available on both the App Store and Google Play.
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