ModernAdvisor

Financial Technology
Brand & Marketing System


Scope: Marketing collateral design, presentation materials, digital brand applications, and visual system refinement.

A moodboard for ModernAdvisor, including a colour palette of light and dark blue, medium grey,medium purple, and bright yellow. Images include mockups, product close-ups and action stock photography that showcases these colours.

Challenge: As ModernAdvisor became part of a larger wealth management organization, the team saw an opportunity to refresh their visual communication and better express their mission to simplify digital investing.

Approach: Design focused on clean, accessible layouts and a modern visual language that could support both digital and print materials. The system was built to help advisors communicate complex financial concepts in a clear and approachable way.

Person using a stylus on a tablet displaying information about ModernAdvisor, featuring a woman smiling, with icons and text discussing transparency and security.


Outcome: The updated materials provide advisors with a consistent and professional set of tools for engaging clients, helping ModernAdvisor communicate its value with clarity across multiple touchpoints.

Open booklet on a yellow surface with a question in blue text, 'How can I deliver more value to my clients?', and a two-page spread with text and illustrations discussing future technology, human expertise, and client communication.
Multiple digital screens and documents displaying charts, graphs, and informational content related to finance, investments, and market updates.
Open magazine or brochure featuring ModernAdvisor with a headline 'Sophisticated investing, simplified' and a picture of a person holding a smartphone showing a financial graph, with icons and text about investment services.
A blue vertical banner attached to a black pole with the ModernAdvisor logo, a tagline 'Sophisticated investing, simplified,' a QR code, and a website URL, set against a background of a partly cloudy sky.

Need design that makes complex ideas easier to understand?

Clear, thoughtful design can help financial services communicate their value with confidence and clarity.

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