Transforming Arbor's most-trafficked page from an unwieldy web form into a mobile-optimized financial tool, inside a fully regulated investment environment managing $2.2B in assets.
Arbor's IRR (Internal Rate of Return) calculator was their highest-traffic page, and it was losing investors. The original tool was a large, rigid web form: intimidating to non-institutional users, nearly unusable on mobile, and incapable of explaining the very metric it was calculating. IRR is complex and widely misunderstood. A form that just asks for numbers and spits out a percentage isn't enough.
All copy and UX decisions had to pass through in-house financial analysts and SEC regulatory compliance review before anything went live. Precision over simplicity, always.
The original calculator, functional, but rigid, oversized, and nearly unusable on mobile.
The redesign reimagined the calculator as a widget, compact by default, expanding progressively for complex calculations. Mobile-first and thumb-friendly throughout. As users input values, results animate in real time, building both comprehension and confidence simultaneously. The tool educates while it calculates.
UX flow, mapping the investor journey from landing on the calculator through to conversion.
Desktop version, clean widget layout with progressive disclosure for advanced inputs.
Mobile, fully functional thumb-only operation, designed for investors on the go.
All UX copy and explanatory writing developed in collaboration with Arbor's in-house financial analysts and cleared through SEC compliance review. Headlines for investment prospectuses and social media campaigns written from research grounded in the analyst team's own framing of each offering.
A financial tool that educated while it calculated, turning Arbor's highest-traffic page into a conversion asset that worked on every screen, for every type of investor.