Digital Product Design (UX & UI)

MProfit

Creating a cloud-based portfolio management platform with MProfit, designed to help investors and family offices consolidate and manage multi-asset investments in one seamless system.

What we did

UX Strategy
User Experience Design
Web-based Cloud App Design
Mobile App Design
Branding
Website UX/UI Design

The Brief

MProfit launched as desktop-only software in 2009. By 2015, it had transitioned to a cloud-based model, incorporating web and mobile applications.

They sought our help in:

  • Creating an intuitive, user-friendly web and mobile app
  • Ensuring the new cloud application provides a smooth transition for over 150,000 existing users

Our Process

We interviewed MProfit’s leadership to understand customer journeys, pain points, and goals. Through workshops, we analyzed their desktop software, identifying areas for improvement in UX.

Maintaining all existing features, we focused on enhancing ease of use and data accuracy as we planned for the transition to a cloud app.

Our experience working with the Bokaap team has been very good. They designed the current MProfit website, the current MProfit logo and the Ul / UX of our app on web + mobile, which we launched in 2018.

We have since also worked with them on updates & improvements to the same. The Bokaap team has good ideas and they are creative. They are also process-oriented and analytical in their approach, always keeping themselves up-to-date with the latest trends in Ul/UX.

Niraali is a hands-on and approachable leader of the team, and it has always been easy to connect with her if we ever needed a more expert opinion on a particular piece of the design. She is passionate about her work and it is very clear that she has built a great working culture at Bokaap.

Overall – I definitely recommend working with the Bokaap team for their creativity, experience and good understanding of modern digital design.

Atik Shah, Co-founder

Web-Based Cloud App

Our priority was to improve the UX without alienating existing users by making gradual changes that retained familiarity. Targeting a diverse user base, from businesses to individuals, we ensured the UI was modern, responsive, and intuitive. We streamlined navigation, bringing essential features to the forefront while reducing complexity.

Mobile App

In 2017, after launching the web app, MProfit approached us to design the mobile app. Using insights from the web app, we focused on creating a simple, on-the-go platform with essential features for users.

Funding from Top Investors

Our six-year partnership, transforming MProfit from a desktop platform to a comprehensive tech product, helped them raise $2 million in funding from Zerodha’s Rainmatter, Enam, and others.

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