Reinventing UX
for a key financial calculator

Client: Arbor Realty Trust/ArborCrowd

 

THE CHALLENGE:
How to capitalize our most valuable content.

Our website’s most active page is our online IRR calculator, This simple web form allows investors to calculate an investment’s internal rate of return (IRR) by plugging in . This is a key, yet quite complex and misunderstood factor in equity investing which received heavy traffic on its own.

So how can we capitalize on this?

 

THE ACTION:
Turn our existing IRR form into a flexible, mobile-friendly widget.

The current form-based calculator was large, unflexible and did poorly on mobile. My proposal was to optimize it into a modern, widget-based format that expands to review more complex calculations. This allowed the calculator to easily integrate while appearing less intimidating to users.

The project involved mapping out the workflow of the calculations, followed by flowcharts & prototypes. A new collapse/reveal option optimized screen space; critical for mobile.

 

THE RESULTS:
A new, flexible IRR calculator that works anywhere.

The final calculator took up only 200×100 pixels, allowing it to easily integrate on other platforms. Clients can now calculate their own IRR anywhere within the investment process, seeing instant projected results without clicking away.

 

My roles in the project:
Strategy/concept development, UX, UI Design

 

Original IRR Calculator. Too large and useless on mobile.

UX Planing Docs

UX Prototype Screen in Adobe XD

Final UX Prototypes

UX Prototype Screen / Desktop
Final IRR Calculator Prototype on Mobile

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