AMANDA LUI

Albert Investments

Investing can often be an overwhelming and confusing process. Albert offers guided investing to help make it easy for anyone to start investing.

Date
2018–2019

Role
Creative direction, product design

Made at
Albert

Designing an approachable way to invest

For those who are new to investing, it can be difficult to know where to start. How does investing work? What are stocks? How do I choose what to invest in?

To help eliminate guesswork, people can get a custom portfolio, tailored to their unique goals and needs. They can also create their own portfolio by investing in a range of themes.

Albert Investments | Amanda Lui Albert Investments | Amanda Lui

Integrating Albert’s Genius subscription

Albert offers a premium subscription service called Albert Genius. We wanted to bring Genius to investing by offering a straightforward, yet personalized way to start investing.

A newly employed college grad requires a different portfolio than a single mother saving for her child’s tuition. By sharing a few details in the app, users subscribed to Albert’s Genius subscription can get a custom portfolio by Genius.

Albert Investments | Amanda Lui

Customizing portfolios with familiar themes

Investors can also choose their own investments from a curated list of funds. Without needing to choose from individual stocks, new investors can select themes that resonate with them.

Albert Investments | Amanda Lui

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