Year
2025
Client
Union Investment
Category
Wealth management
Duration
Since October 2025
A member who sees only their Union Investment balance sees only part of their money. The goal: an up-to-date view of everything they own, at Union Investment and elsewhere, with advice built on it, from rebalancing to retirement planning. Union Investment becomes the place where members see their whole portfolio.
Pommer Design leads UX: research, user flows, information architecture, interactive prototypes and visual design in Union Investment’s design language. The work covers the whole journey: the single-provider view, linking other providers, managing consent, portfolio analysis and retirement planning.
The hard part is trust. Linking an outside brokerage account means sharing sensitive financial data. That’s why consent sits in the main flow. Each provider gets its own toggle, a plain statement says no payments can be made, and members can withdraw consent at any time. The interface works the same way for one account or many.
Connecting outside providers turns a single balance into a complete financial picture: total wealth, allocation across providers and year-to-date performance in one view. From there, the platform points out concrete improvements: rebalancing toward target equity ranges and fund recommendations. Retirement planning shows members exactly what it takes to reach their goals. Union Investment goes from product provider to financial home, the first place members go to see and manage their money.
Illustrative views. Client work is confidential.
