Back to Portfolio

Tooltips

  • Company: Financial Engines

  • Project: mobile app launch

  • Scope: content for the initial launch of the Fin Engines mobile app

  • Collaborators: engineering manager, product manager, mobile designer, trading platform, vp of portfolio management, legal, compliance

  • Timeline: 4 months for initial launch; periodic version updates

  • My Contribution: content


About the Company

Financial Engines helps people retire with confidence by helping manage their retirement investments. When you have a 401(k) plan, you're an investor. And you're not just saving for retirement, you're investing for retirement. (Fun fact: the company was co-founded by Nobel prize-winning economist William F. Sharpe.)


About the App

The Fin Engines app helps users understand how much they’ll need to save for retirement. They can:

  • Check their retirement account balances

  • See where their money is invested

  • Set a target for how much money to live off of in retirement, and track the likelihood of reaching that target

  • Contact an advisor

Challenge

Users have trouble understanding what Financial Engines actually does, and the value they're getting from the investment management service. They ask us to justify our fees and quantify our investment performance.


Approach

Add context around what it means to review and update users' portfolios under Activities.


Overview Screens

Below are the loading, Overview, and Activities screens.

Fin Engines app: loading, overview, and activities screen

Fin Engines app: loading, overview, and activities screen

Evolution of Content

When users click on an activity, such as "Updated your portfolio," they see the screens below. The tooltips on the left show where we started; the tooltips on the right are where we ended up. I wrote both groups of content.

Goals and risk tolerance

Your goals and risk tolerance tooltip: start and current

Your goals and risk tolerance tooltip: start and current

Funds available to you
 

Funds available to you tooltip: start and end

Funds available to you tooltip: start and end

Market changes

Market changes tooltip: start and current

Market changes tooltip: start and current

The menu content changed, too.

Before

Updated your portfolio for your unique situation, based on: (your unique situation is a given: what’s the benefit?)

  • Your goals & preferences (this content is more about risk tolerance; the ampersand is distracting)

  • Your current fund lineup (“fund lineup” is an industry term)

  • Market changes

After

Updated your portfolio to help keep you on track based on:

  • Your goals and risk tolerance

  • Funds available to you

  • Market changes