Ironhack Challenge 2: Wireframing of french financial application : Finary.

Matthieu Pauvert
3 min readDec 3, 2023

Welcome to the exciting world of Finary, a cutting-edge financial application that redefines industry standards: track performance in detail and connect all your accounts.

Finary is a comprehensive financial platform aimed at individuals seeking modern, intelligent wealth management. Thanks to an innovative approach, Finary offers an intuitive user experience, enabling users to consolidate and effectively manage their financial assets.

From clear portfolio visualization to personalized financial planning, Finary strives to simplify financial management while offering powerful tools for informed decision-making.

This scenario led me to focus on Finary’s ingenious portfolio feature, this feature allows you to see all the data as well as the different functionalities of the app. I wasn’t able to show slide 4 in Insights because I didn’t subscribe to the “premium” option.

Let’s break down the steps.

Dashboard offers a global view of the portfolio landing page, bringing together all the approved data from the various connected accounts (banking, insurance, cryptocurrencies, real estate).

Portfolio offers a more detailed view, with curves and graphs to estimate the appreciation and depreciation of the assets and shares owned by the customer-user, with a choice of daily, weekly, monthly, yearly and yearly classification.

Insights allows you to benefit from the Finary + program, which enables you to analyze your assets with insights and the use of artificial intelligence coupled with algorythms for better optimization.

Invest is a Wallet-like functionality that lets you buy, sell and transfer assets directly from the application, as well as benefit from personalized investment plans.

User Flow — analyse of Finary app.

Easy to use and navigation, the application provides a smooth user experience through 4 functions: Dashboard, Portefeuille, Insight, Invest.

Accessibility, the app provides navigation simple, good visual elements compatible with screen readers and enough for all users. Accessibility extends the application’s reach and ensures an inclusive experience for all users, regardless of their abilities.

Security aspect, the app permits protection of financial data, encryption, two-factor authentication + API connection to other applications (banking, insurance, cryptocurrencies). A secure financial application reinforces user confidence, an essential element for widespread adoption of the application.

Wireframe mood

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Practical user interface design,

data modified for confidentiality reasons.

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What I have learned

This has enabled me to learn and analyze future functionalities, and I hope to have the opportunity to offer my skills to this fine company in the near future, as I appreciate performance management applications being passionate about financial education.

The importance of buttons and colors is particularly interesting and important on the application side. I see this as a personal user of multiple applications, but also from a professional point of view. Branding aspect of an app must be coupled with UX design to respond perfectly to a need by analyzing and anticipating consumer usage.

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