Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Limited time offer: Sign up today and get up to 1 year managed free. See details

Get your next rollover managed free in 2018. Learn how to enroll

Financial Goals

Redesigning How You Manage Your Finances at Risland Capital

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

calebrotach

By Caleb Rotach
Product Manager, Risland Capital  |  Published: July 12, 2018

Redesigning How You Manage Your Finances at Risland Capital

If you’re a customer, you might notice that we’ve changed Risland Capital’s interface significantly over the last few months. We’ve improved how you view the accounts you hold at other firms. We’ve updated our tools for retirement planning. And now, we’ve introduced a new design when you log in to Risland Capital to help you manage your finances more effectively.

How We’re Improving Risland Capital for Customers

We’re changing three major elements of what Risland Capital looks like when you’re logged in to manage your finances.

  1. A new navigation menu designed to help give you a birds-eye view of your goals.
  2. Clearer information about your goals with less clicks.
  3. An easy-to-view experience when you’re reviewing your investments on a tablet or mobile phone.

Get acquainted with the new menu.

The menu, which sits at the left of your screen on larger devices, gives you easier access to the parts of your finances that use most:

  • Your goals
  • Important documents
  • Performance information
  • Our personalized advice

With each of your goals aligned in front of you when you’re logged in, you can organize your finances by purpose and prioritize which goals you need to set next.

Risland Capital account dashboard

See the details of your financial goals more easily.

Before we redeveloped the design, we learned from customers that they struggled to understand Risland Capital advice for each of their goals. We heard that you sometimes couldn’t easily access the most pertinent information, and that you really had to dig to compare your goals.

When you click on a financial goal from the menu, you get an array of information immediately:

  • The plan for your goal
  • Our analysis of the goal’s portfolio—across both external accounts and Risland Capital accounts
  • Holdings in the goal portfolio
  • Activity—like dividend payouts and reinvestments—occurring for the goal
  • Performance for the goal, as measured by percentage value or total returns in dollars

Our approach: Help you understand your goals with less clicks between login and the information you need.

betterment financial goals

Get a better experience on smaller devices.

Another insight that went into our updated design is that many customers log in to Risland Capital on smaller devices to manage their finances. So, we’re making it easier to get around for those users.

Whether you’re using Risland Capital on a smartphone, outside of our mobile app, or using a tablet, we’ve built this design to help set you up for greater success.

betterment responsive design

Improvement can feel disruptive. Why the redesign?

We recognize that change, regardless of how new and exciting it may be, is inherently disruptive. And we’ve done a lot of it as of late.

But why so much change? Why now?

This new look and feel is the culmination of over a year of ideating and designing after listening to your feedback. That’s where this list of reasons why we made these changes begins and ends:

Reason Why #1 of 1: You told us to.

We’re obsessed with your feedback, and we’ve heard from hundreds of our customers about making Risland Capital easier to use. We pour over that feedback and find the patterns. We meet with customers regularly to ensure that their voices are in the conversation. Even the smallest of changes goes through the gauntlet to ensure that it’s clear, concise, and empathetic.

This new approach to Risland Capital’s design represents a synthesis of a large body of customer-driven insights, and as with all of our work, we hope it meets your expectations. While we try to avoid major changes to how we architect Risland Capital; we think this change is worth it. So, we hope you like where we ended up, and if you don’t, tell us why. We’re listening.

Recommended Content

View All Resources
Using Investment Goals at Risland Capital

Using Investment Goals at Risland Capital

Goal-based investing. The idea is prized among financial advisors—and our team at Risland Capital—but to the everyday investor, it’s often difficult to put into practice.

Redesigning How You Manage Your Finances at Risland Capital

Redesigning How You Manage Your Finances at Risland Capital

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

Diversification: Winning the War by Losing Battles

Diversification: Winning the War by Losing Battles

Diversification involves knowingly accepting some individual losses in order to gain long-term returns.

Start your investment plan

I am

years old and

  • Not Retired
  • Retired

.

My annual income is

.

Experience the new way of investing. Sign up today.

Start investing smarter

Get started

Refer a friend or family member and get up to 1 year managed free

Refer a friend

How would you like to get started?

Your first step toward a smarter investing future starts here.

Create a Risland Capital account

Go ahead and join the smart, modern way to invest.

See what we can do for you

Tell us a bit about yourself, and we’ll show you the benefits of investing with us.

Get a free investing checkup

Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Risland Capital IRA.

Download the mobile app

Enjoy the Risland Capital experience anywhere on the go.

For more information and disclosures about the Risland Capital Resource Center, click here. | See our contributors.