FinTech
Designing a financial planning and tax platform for the Swiss advisory market
A web platform turning expert tax and financial planning calculations into clear digital workflows for Swiss advisors, lawyers, and trustees
About the project
A Swiss IT and digital transformation company automates expert-level financial calculations for trustees, lawyers, and financial advisors. It helps translate specialized advisory logic into accessible digital workflows for modern financial services.
The product supports withholding tax analysis, alimony scenarios, and financial planning workflows, digitizing processes that have previously relied on desktop tools, Excel models, and manual calculations.
Challenge
The client was moving from a legacy desktop product to a web platform to reach users who had previously depended entirely on experts. Halo Lab’s team was tasked with building the entire web UX foundation, including the design system and end-to-end experience for financial planning workflows.
Our process
Across a dedicated collaboration, we built the platform’s UX foundation and delivered several product modules, scaling the design system alongside the product itself.
Tax platform UX/UI design
We started our collaboration by establishing the product’s visual language and delivering initial calculation modules, establishing a consistent product foundation.
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Financial planning module UX/UI design
The most complex scope of the project was a multi-layered financial planning tool, requiring us to translate dense financial logic into a structured design system.
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Platform growth & expansion
As the platform grew beyond its initial scope, our team extended both functionality and the design system across new modules and workflows within the platform ecosystem.
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Results
- Intuitive UX foundation supporting both expert and non-expert users across multiple financial workflows
- Structured information architecture simplifying complex financial logic into clear flows
- Interactive prototype enabling early user validation across key product modules
- Dev-ready UI specifications ensuring consistent implementation across long-term product development
- Scalable component library supporting consistent product growth and feature expansion
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Our approach
Our team approached the process with long-term product scalability and high-trust financial accuracy in mind, prioritizing clarity in complex workflows and high usability.
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5.0
“Our internal team loved the results, and we were especially happy with the platform’s design. Communication was smooth and efficient, they quickly understood our needs and helped resolve key issues. Their ability to grasp our intentions and requirements so fast was particularly impressive.”
