← All workCase study 02 · Equity research platform

Serious research, without the intimidation.

Advisor Alpha gives individual investors fundamental equity research they can invest on with conviction. Their website was a dated, text-heavy portal that undersold the research. We redesigned and developed it in 15 days.

Client
Advisor Alpha
Timeline
15 days
Scope
Design system, UI, WordPress build
Sector
B2C fintech · Equity research
MyAdvisorAlpha stock ideas page: “High-conviction ideas, across every time horizon.” with live performance stats
15 days
Designed and developed
20+ pg
Reports made readable on mobile
30–70%
Faster with AI in the workflow
CMS
Team publishes on its own
(01) The problem

Timeless research. A website that looked dated.

Investing today is noisy: social media hype, volatile tickers, and apps designed to make people trade more. Advisor Alpha stands for the opposite, patient research grounded in a clear philosophy.

Their platform didn’t show it. It was a dated, text-heavy portal, and the quality of the research was lost in how it was presented. Three problems stood out.

01

Engagement gap. Deep-dive reports run past 20 pages and were hard to navigate on a phone.

02

Trust deficit. The look felt old-school rather than timeless, which made it harder to win younger, high-net-worth investors.

03

Discovery issue. Years of valuable research sat buried in a cluttered archive.

(02) The approach

Four experiences, one calm system.

We designed around what an investor actually does on the site: find research, read it, decide, and trust the source. Then we built it so the Advisor Alpha team can run it themselves.

01

Research discovery & navigation

A structure that surfaces the right report, new or old, in a few taps.

02

Research reading experience

Long reports broken into a clean, scannable read that holds up on mobile.

03

Investor decision support

Information laid out to help investors act with conviction, not impulse.

04

Trust & credibility

A premium, timeless identity that matches the depth of the research.

(03) The designs

A premium read, on every screen.

The brand’s identity, extended into a structured UI kit: a refined colour story and a strict type hierarchy that turn dense research into something investors want to read.

Mobile

Twenty-page reports, readable with a thumb.

Long-form research broken into sections that are easy to scan, navigate and come back to on a phone.

Advisor Alpha mobile screen
Advisor Alpha mobile screen
Advisor Alpha mobile screen
Advisor Alpha mobile screen
Advisor Alpha mobile screen
(04) Build & workflow

Built to run itself. Made faster with AI.

  • ✓Website designed in Figma and built on WordPress
  • ✓Brand kit refined and extended into a UI kit
  • ✓Content and blog CMS set up, so the team publishes on its own
  • ✓Plugins for emailers, messages and enquiry forms
30–70%
less time across research and design, with AI tools built into the workflow
MidjourneyVisual ideation
Google GeminiContent drafting
MazeUX research
Elementor AIOn-page design and copy
Design in Figma & FigJam · Illustrator · Build on WordPress + Elementor
(05) The takeaway

Sophisticated research doesn’t have to intimidate.

Dense information, paired with a clean and premium reading experience. Advisor Alpha now has a site that helps investors approach their portfolios with confidence rather than anxiety.

✓Designed and developed in 15 days
✓Mobile-first reading for long research reports
✓Past research easy to find again
✓WordPress CMS the team runs on its own