Capital clarity for every account.
Fortis brings banking, investing and treasury into a single platform aimed at four distinct audiences — investors, banks, consumers and businesses. The build covers portfolio analytics, card issuing and controls, goal-based investing and a security model presented in plain language.
- Industry
- FinTech Platform
- Services
- Web developmentUI/UX design
- Platform
- Web application
- Technology
- Next.jsReactTypeScriptTailwind CSSStatic prerenderingVercel
What needed solving
Financial products usually force a choice between depth and legibility. Serving investors, banks, consumers and business operators from one interface means the same screens have to satisfy someone reading allocation heat maps and someone checking whether a card payment cleared — without either feeling like the product was built for the other.
The objective
Build a workspace where dense financial data reads quickly, where each of the four audiences finds its own entry point, and where the security story is communicated rather than buried in a policy page.
How we built it
Design the data first
Portfolio curves, allocation breakdowns and cash forecasts were designed as decision tools — reading like a market terminal rather than decoration, with the numbers carrying the hierarchy.
Split the audience, not the product
Investors, banks, consumers and businesses each get their own framing of the same platform, so nobody has to translate a generic pitch into their own situation.
Make security legible
Encryption, biometric authentication, real-time fraud monitoring and compliance posture are surfaced as product features in language a non-specialist can follow.
Interface detail from Fortis.
What was delivered
A restrained dark interface lets charts and figures carry the contrast. Typography is tuned for tabular data, and the layout gives each module enough room that a dense dashboard still scans in a glance.
The delivered platform pairs an analytics workspace — live portfolio curves, allocation breakdown, cash forecasting and overnight rebalance suggestions — with card issuing and real-time controls, goal portfolios, fractional equities, treasury ladders and an advisor desk. Pricing is presented across personal, wealth and business tiers, and an insights section carries longer-form writing on the thinking behind the product.
Analytics workspace
Live portfolio curves, allocation heat and cash forecasts built for decisions.
Card issuing and controls
Metal and virtual cards, issued quickly and controlled in real time.
Investing tools
Goal portfolios, fractional equities, treasury ladders and an advisor desk.
Security model
Bank-grade encryption, biometric auth and real-time fraud monitoring, explained in product terms.
Segmented journeys
Distinct paths for investors, banks, consumers and businesses.
Transparent pricing
Personal, wealth and business plans laid out without fine-print fog.
Designed for the device it is opened on
Fortis was built mobile-first, with the same information hierarchy holding from a phone through to a wide desktop screen.
What this project drew on
The same capabilities are available for your own build.
Building something like Fortis?
Tell us what the platform needs to do and who it is for. The first consultation is free, and we will come back with a clear scope.