NDTCO + BearPeak
How we built a unified, secure, and user-friendly investment app.
Overview
We partnered with New Direction Trust Company to design and ​build a new investment app, with the long-term goal of replacing their customer portal. What began as an onboarding flow grew into a full account creation platform.​
NDTCO's process previously relied on manual reviews. Our mobile-first design improved efficiency and engagement, giving users access to their investments from anywhere.
We reduced fraud risk, strengthened compliance, and streamlined operations, positioning NDTCO to scale with confidence and deliver the service they envisioned.
Opportunities
The final product streamlines the process into three clear steps (onboarding, funding, and investing) with a real-time “pizza tracker” to keep clients informed about where they are in each process.
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In addition to core flows, we designed supporting features like a secure communications portal, portfolio dashboards, and compliance-ready data handling.
Design Challenge & Process
Methods: User flows, wireframes, high-fidelity prototypes
Our key challenge was balancing strict security and compliance with a simple, approachable experience.
We broke complex onboarding into clear, step-by-step flows. We added two-factor authentication and upfront legal disclosures to enhance security and protect NDTCO and its clients.
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Then we redesigned the funding process, replacing manual workflows. Integrations with Plaid, check parsing, and document validation make processing faster, safer, and more compliant.
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Finally, we transformed dashboards from numbers-only views into rich displays with personality and story. By collaborating with asset managers, we built detail screens that tie real-world data (like property values and business growth) to client investments.
Our Tech Stack
​By integrating these tools, our app for NDTCO provides guardrails that not only enhance user confidence but also strengthen internal risk management.
