Product Mock-Up

TITLE

App Features for SMART­BROKER+

ABOUT

Building app features based on customer voices and further research, that blend seamingless into SMARTBROKER's design language

COLLABORATOR

Leonidas Bothmer

FEATURES

In this project multiple App Features were developed, solving different problems and use-cases.

Inbox

Enhanced structure and streamlined user experience for document administration

Savings plan

Optimized the user flow through progressive disclosure to reduce complexity and improve clarity.

Dividends

Responding to customer feedback by enhancing the visibility and expanding the functionality of dividends within the appLearn more

Social Trading

Future-oriented app features designed to address evolving market demands and changing user needsLearn more

Inbox Mock-Up
Savings Plan Mock-Up
Dividends Mock-Up
Social Trading Mock-Up

DIVIDENDS

45% of customers express a desire for greater transparency and clearer overviews of dividends in their feedback

This requires adjustments in the portfolio and asset areas and considers different stages in the lifecycle, distinguishing between before and after the acquisition of assets.

To solve this problem, new features include:
filtering functionality, a new activity-item highlighting dividend activities, customizable export functions, and a dedicated dividends section on the asset pages.

Dividends on Asset-Detail
Dividends as Activities
Filter Functions

SOCIAL TRADING

In a 2023 survey by BrokerChooser, 68% of Gen-Z investors reported a preference for copy trading as compared to traditional online brokers

The trend highlighted by multiple surveys is reinforced by current developments in the growing market, which show a shift in user demographics: the younger generation is increasingly participating.

According to recent figures, 4.9 million people under 40 now own mutual funds, ETFs, or stocks—1.2 million more than last year—accounting for over 60% of the total growth.

Source: Shareholder Numbers 2025 – German Stock Institute
Visualisation of Shareholder Numbers

CONCEPT

Social trading at will be shaped around three key concepts: empowering curators and their communities, offering diverse interaction models for users, and creating sustainable monetization opportunities. Together, these elements foster engagement, knowledge sharing, and value creation for all participants.

Communities in SMARTBROKER+
Interaction-Modes in Communities

MODES

Subscribe

  • Access to information
  • Comments, updates, insights
  • No capital, no automation

Duplicate

  • One-time copy
  • Independent portfolio
  • Full control, no linkage

Synchronize

  • Opt-in automation
  • Delayed sync with option to intervent
  • Can be stopped anytime
Monetarization on Communities
Community Tabs before entering community
Models to interact with community
Discussion Tab

BENEFITS

Introducing a social trading platform to Smartbroker+ would not only align with market trends but also deliver additional benefits for both the platform and its users:

For SMARTBROKER+

  • Customer Acquisition
  • Transaction Growth
  • Existing Customer Activation
  • Customer Retention
  • Revenue Diversification

For the Customer

  • Operational Simplification
  • Transparcy
  • Access to Strategies
Positioning of Smartbroker+ in the Market
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