One Oak | Wealth Management Software
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Overview

One Oak

Transforming Wealth Management
1OAK Wealth Management is a leading financial advisory firm offering personalized wealth management solutions to high-net-worth individuals and institutional clients.
Investments
App
Branding
Digital Transformation
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OneOak Process

Process

UX Design: Revamped the website's information architecture (IA), created wireframes, and developed interactive prototypes to ensure intuitive navigation and user flow. Implemented personalization features to tailor content to individual client preferences.
UI Design: Refined the visual identity of the website to reflect the brand values of trust and professionalism. Designed clear typography, layouts, and data visualizations to enhance readability and convey financial information effectively.
Frontend Development: Implemented semantic HTML/CSS markup, JavaScript interactivity, and utilised frontend frameworks/libraries to ensure a responsive and performant website. Conducted performance optimization and accessibility audits to comply with industry standards.
OneOak Outcome

Outcome

User-Friendly Payment Dashboard: An intuitive interface providing a comprehensive overview of card payments, offering a seamless user experience for both administrators and end-users.
React-Powered Frontend: A dynamic and responsive frontend developed with React, ensuring an engaging and modern user interface.
Node JS Backend: A robust backend powered by Node JS, enabling efficient data processing, secure transactions, and seamless integration with the admin dashboard.
Continuous Enhancement: Regular updates and feature enhancements to both the admin dashboard and the website, ensuring they stay aligned with industry standards and user expectations.
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Portfolio

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Good things come to those with oneoak

And Oneoak guides you to financial freedom

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One Group,
Infinite Solutions

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Results
The collaboration with 1OAK Wealth Management led to the development of a seamless, client-focused digital platform that elevated financial planning and advisory services. This innovative solution enhanced client interactions, optimised portfolio management, and improved overall efficiency. With its secure and scalable design, 1OAK continues to provide outstanding wealth management experiences.
Technologies Used

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