Finance · Fjord · São Paulo

BTG Pactual
Digital

A new investment management experience — designed from onboarding to portfolio tracking for desktop and tablet users of Brazil's largest investment bank.

Company

BTG Pactual

BTG Pactual is Brazil's largest investment bank, providing asset management services through investment funds and managed portfolios. As it moved to digitalise its offering, it needed a platform experience that matched the sophistication of its products.

Scope

Full Product Design

  • ◈
    Investment Platform
    A comprehensive desktop and tablet platform for portfolio tracking, fund selection, and performance analysis.
  • ◈
    Onboarding Experience
    A user-friendly onboarding flow guiding new investors through account creation and first investment.
  • ◈
    Landing Page
    The official product landing page serving as the gateway to the BTG Pactual digital investment service.

The Platform

Investment
Dashboard

The core platform gives investors a comprehensive view of their portfolio performance, fund allocations, and investment history.

Key features include real-time portfolio performance charts with benchmark comparisons (CDI, Ibovespa), fund-by-fund breakdown, historical returns, and a clear investment summary — all designed for clarity and sophistication.

The tablet-first approach ensured that investors could manage their portfolios comfortably from anywhere — on the go, at meetings, or at home.

Onboarding

First Impressions
Matter

The onboarding experience was designed to reduce friction and build trust from the very first interaction.

BTG Pactual's investment products are sophisticated — but the onboarding needed to feel approachable. We designed a step-by-step flow that collected necessary KYC information, established the investor's profile, and made a first investment recommendation — all while maintaining the brand's premium positioning.

BTG Pactual — Mobile portfolio app
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