Monex.
Financial Dashboard
Track and manage your money effortlessly.
Product Overview
Monex is an intelligent, all-in-one money management platform designed to help individuals and businesses take full control of their finances. With a sleek, user-friendly dashboard, Monex delivers clarity, control, and insights — empowering users to track spending, manage budgets, monitor investments, and plan smarter financial decisions.
Cameron Blake
Austin, TX
6
Months
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The Real Challenge
Balancing simplicity, security, and clarity in real-time financial tracking.
Pain PointsGoalsTG Demographics1.
Sign In / Sign Up
Conducted user research, built wireframes, tested prototypes, iterated through design sprints to ensure seamless onboarding.
2.
Home
Performed contextual inquiry, sketched dashboards, refined layouts through feedback loops, iterated with usability tests for clear balance overview.
3.
Wallet
Conducted task analysis, mapped user flows, created prototypes, iterated based on A/B testing, and refined UI for intuitive account management.
4.
Invoice
Gathered stakeholder requirements, sketched wireframes, tested prototypes with user feedback, iterated designs to streamline invoice creation and tracking workflows.
5.
Settings
Conducted heuristic evaluation, created interactive prototypes, solicited feedback through usability tests, iterated to ensure intuitive settings and preference management.
6.
Notification & Messages
Researched user pain points, designed messaging flows, created prototypes, iterated based on feedback, refined to deliver timely, context-aware alerts.
7.
Documentation Page
Conducted content audits, structured information hierarchy, created wireframes, solicited feedback, iterated to improve clarity and navigation.
8.
Dark Mode
Researched accessibility best practices, designed dark-theme palettes, created prototypes, iterated based on user tests, ensured readability and comfort.
