Rolan Wealth

Financial wellness at work. A SaaS platform that gives HR departments the tools to help employees manage their money, connect with advisers, and build financial plans.

I built the brand identity and designed the MVP from scratch. The platform needed to serve two very different users — employees navigating personal finances and HR teams overseeing the program. I designed separate portals: one focused on assets, debt, and action plans with integrated adviser chat, and one giving HR visibility into engagement metrics and user management.

Product Design
Application Design
Website Design
Mobile Design
UI/UX Design
Brand Identity

The Rolan Wealth dashboard — net worth over time, assets, debt, income, spending, budget and action plans — Rolan Wealth

Budget — monthly spending by category beside recent transactions — Employee · Budget

My accounts — checking, savings, credit cards, retirement and investments — Employee · My accounts

Chatting with a financial advisor and booking a budget planning meeting — Employee · Advisor chat

The action plan — recommended goals and progress toward each one — Employee · Action plan

The employer dashboard — users, demographics, income and the topics employees ask about — Employer · Dashboard