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Design
Design Roadmap
Table 14
Projects
Notes
Header Image
Type
Status
Priority
Sprint
Epic
Tasks
Timeline
Designers
Responsible
Created
Discipline
Figma File
Overview
PRD
Stage
Staging URL
Team Domain
Projects
Notes
Header Image
Type
Status
Priority
Sprint
Epic
Tasks
Timeline
Designers
Responsible
Created
Discipline
Figma File
Overview
PRD
Stage
Staging URL
Team Domain
1
Strategy Doc: Alto Website
Strategy 🤔
In Progress
P1 🔥
Improving Alto Branded presence online
📐Refresh of website with Growth Marketing in Mind
September 1, 2023 → December 31, 2023
Rika PutriRoman NaimushinCedrick Funches
Cedrick Funches
8/17/2023
Brand Design
This doc outlines the redesign of the website and the benefits, goals and estimated scheduling that’s required for success.
3-6 Months
Design Ops
2
Execution Doc: Alto Website
Strategy 🤔
In Progress
P1 🔥
Improving Alto Branded presence online
📐Refresh of website with Growth Marketing in Mind
September 1, 2023 → December 31, 2023
Rika PutriRoman NaimushinCedrick Funches
Cedrick Funches
8/16/2023
Brand Design
This doc outlines the timeline and scope for relaunch of the website
3-6 Months
Design Ops
3
💼RIA Advisor View
Epic ⛰️
In Progress
P1 🔥
June 15, 2023 → December 31, 2023
Roman Naimushin
Cedrick Funches
6/29/2023
RIA Advisor
4
Add Sean feedback for the disclaimer below CTA
Task 🔨
Not clearly defined
P1 🔥
🪙Create CB1 Landing Page
Cedrick Funches
6/17/2023
Product Design
Crypto
5
CB1: Front end onboarding changes
Task 🔨
Not clearly defined
P1 🔥
Coinbase One + Alto Promo
June 12, 2023 → June 30, 2023
Cedrick Funches
6/13/2023
Growth & Experience
6
CB1: Backend discounts
Task 🔨
Not clearly defined
P1 🔥
Coinbase One + Alto Promo
June 1, 2023 → July 10, 2023
6/13/2023
Growth & Experience
7
Alto One (Platform)
Epic ⛰️
Not Started
P1 🔥
1️⃣Update Roth Conversions Hellosign form for rebrand
1️⃣Guardrails for API Investments
1️⃣Admins to Merge Accounts
1️⃣Google Analytics 4 Upgrade
1️⃣Invite an Issuer emails
1️⃣OFAC KYC Checks
1️⃣KTLO
1️⃣Add Update Credit Cards for all users
1️⃣Billing and Stripe
1️⃣Create new account from dropdown
1️⃣Users combine logins
1️⃣Cash contribution limits across accounts
1️⃣Embed capitalize form, eliminate new tab
1️⃣User Settings
1️⃣Account Statements
1️⃣v2: Account selection during funding
1️⃣v2: Account selection for outgoing funds
1️⃣v3: Combined dashboard
July 1, 2023 → February 29, 2024
Roman Naimushin
6/13/2023
Growth & Experience
8
🏬All Investment Options View
Task 🔨
In Progress
P1 🔥
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
Cedrick Funches
6/13/2023
Product Design
Redesign of our partners page that lays the foundation for storefront/marketplace
Q4
Marketplace
9
🪙Create CB1 Landing Page
Task 🔨
Complete 🙌
P1 🔥
Coinbase One + Alto Promo
Add Sean feedback for the disclaimer below CTA
May 1, 2023 → July 10, 2023
Cedrick Funches
6/2/2023
Brand Design
Design Ops
10
Coinbase One + Alto Promo
Epic ⛰️
In Progress
P1 🔥
🪙Create CB1 Landing Page
CB1: Backend discounts
CB1: Front end onboarding changes
1️⃣CB1: Admin tool to add user to CB Promo
June 1, 2023 → December 31, 2023
Cedrick Funches
Alexander Pliskin
6/2/2023
Growth & Experience
11
Animated Explainers
Task 🔨
In Progress
P2
🛥️GTM Support Alto Securities
8/11/2023
8/11/2023
Brand Design
Newsletter that establishes Alto as a consistent voice to our clients
Q3
Design Ops
12
ALTS: TLDR — Alto Newsletter
Task 🔨
In Progress
P2
🛥️GTM Support Alto Securities
8/11/2023
8/11/2023
Brand Design
Newsletter that establishes Alto as a consistent voice to our clients
Q3
Design Ops
13
Improving Alto Branded presence online
Epic ⛰️
In Progress
P2
📐Refresh of website with Growth Marketing in Mind
📐Team Style Guides
Execution Doc: Alto Website
Strategy Doc: Alto Website
June 1, 2023 → September 30, 2023
Rika Putri
Tanner Borum
6/2/2023
Brand Design
Design Ops
14
Landing Page: RIA Advisor
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
Cedrick Funches
9/8/2023
Q4
RIA Advisor
15
Social Media Creative: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
16
Landing Page: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
17
Offering Page: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
18
Nurture Emails: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
19
Asset class Research Report 1P: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
20
Sales Deck: MV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Moment Ventures
21
Asset class Research Report 1P: CW
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
22
Nurture Emails: CW
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
23
Landing Page: CW
Task 🔨
In Progress
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
24
Offering Page: CW
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
25
Sales Deck: CW
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
26
Social Media Creative: CW
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Cult Wines
27
Social Media Creative: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
28
Asset class Research Report 1P: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
29
Sales Deck: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
30
Offering Page: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
31
Nurture Emails: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
32
Landing Page: AV
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q4
Alumni Ventures
33
Asset class Research Report 1P: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
34
Nurture Emails: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
35
Sales Deck: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
36
Landing Page: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
37
Offering Page: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
38
Social Media Creative: KJ
Task 🔨
Not Started
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Kearny Jackson
39
Asset class Research Report 1P: FLP
Task 🔨
Not clearly defined
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
40
Social Media Creative: FLP
Task 🔨
Complete 🙌
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
41
Sales Deck: FLP
Task 🔨
In Progress
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
42
Offering Page: FLP
Task 🔨
Complete 🙌
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
43
Nurture Emails: FLP
Task 🔨
In Progress
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
44
Landing Page: FLP
Task 🔨
Complete 🙌
P3
🛥️GTM Support Alto Securities
Cedrick FunchesRika Putri
8/11/2023
Q3
Farmland LP
45
Creative Brief:
Strategy 🤔
P3
8/11/2023
Design Ops
46
Creative Brief: Landing Page
Strategy 🤔
P3
8/11/2023
Cult Wines
47
📐Team Style Guides
Task 🔨
Complete 🙌
P3
Improving Alto Branded presence online
May 1, 2023 → July 14, 2023
Rika Putri
Cedrick Funches
6/3/2023
Brand Design
Design Ops
48
📐Refresh of website with Growth Marketing in Mind
Task 🔨
In Progress
P3
Improving Alto Branded presence online
Execution Doc: Alto Website
Strategy Doc: Alto Website
June 2, 2023 → July 28, 2023
Rika PutriCedrick Funches
6/2/2023
Design Ops
49
1️⃣v3: Combined dashboard
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
50
1️⃣v2: Account selection for outgoing funds
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
51
1️⃣v2: Account selection during funding
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
52
1️⃣Account Statements
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
53
1️⃣User Settings
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
54
1️⃣Embed capitalize form, eliminate new tab
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
55
1️⃣Cash contribution limits across accounts
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
56
1️⃣Users combine logins
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
57
1️⃣Create new account from dropdown
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
58
1️⃣Billing and Stripe
Task 🔨
Not clearly defined
P5
Alto One (Platform)
September 1, 2023 → September 30, 2023
Cedrick Funches
6/14/2023
Growth & Experience
59
1️⃣CB1: Admin tool to add user to CB Promo
Task 🔨
Not clearly defined
P5
Coinbase One + Alto Promo
June 30, 2023 → August 31, 2023
Cedrick Funches
6/14/2023
Growth & Experience
60
1️⃣Add Update Credit Cards for all users
Task 🔨
Not clearly defined
P5
Alto One (Platform)
August 1, 2023 → August 31, 2023
Cedrick Funches
6/13/2023
Growth & Experience
61
1️⃣KTLO
Task 🔨
Not clearly defined
P5
Alto One (Platform)
June 12, 2023 → June 30, 2023
Cedrick Funches
6/13/2023
Growth & Experience
62
1️⃣Admins to Merge Accounts
Task 🔨
Not clearly defined
P5
Alto One (Platform)
July 1, 2023 → July 31, 2023
6/13/2023
Growth & Experience
63
1️⃣Guardrails for API Investments
Task 🔨
Not clearly defined
P5
Alto One (Platform)
July 1, 2023 → July 31, 2023
6/13/2023
Growth & Experience
64
1️⃣Update Roth Conversions Hellosign form for rebrand
Task 🔨
Not clearly defined
P5
Alto One (Platform)
July 1, 2023 → July 31, 2023
6/13/2023
Growth & Experience
65
1️⃣Invite an Issuer emails
Task 🔨
Not clearly defined
P5
Alto One (Platform)
June 12, 2023 → June 30, 2023
Cedrick Funches
6/13/2023
Growth & Experience
66
1️⃣OFAC KYC Checks
Task 🔨
Not clearly defined
P5
Alto One (Platform)
June 12, 2023 → June 30, 2023
Cedrick Funches
6/13/2023
Growth & Experience
67
1️⃣Google Analytics 4 Upgrade
Task 🔨
Not clearly defined
P5
Alto One (Platform)
June 12, 2023 → June 30, 2023
Cedrick Funches
6/13/2023
Growth & Experience
68
🏬AltoIRA Dashboard Redesign
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
6/13/2023
Product Design
Marketplace
69
🏬Issuer distribution workflow optimization
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
6/13/2023
Product Design
Marketplace
70
🏬Allow the end user to edit offering details after creating the offering
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
6/13/2023
Product Design
Marketplace
71
🏬Portfolio tracking & visualization
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
6/13/2023
Product Design
Marketplace
72
🏬Investment Execution - AltoIRA Investor DOI / e-sign workflow optimization
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
6/13/2023
Product Design
Marketplace
73
🏬Optimized offering execution
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
6/13/2023
Product Design
Marketplace
74
🏬Optimized Onboarding - Preferences
Task 🔨
Not clearly defined
P5
🏬Storefront v0.2
September 1, 2023 → September 30, 2023
6/13/2023
Product Design
Marketplace
75
🏬API - Improved checkout experience
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
September 1, 2023 → September 30, 2023
6/13/2023
Product Design
Marketplace
76
🏬Marketplace offering onboarding
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
September 1, 2023 → September 30, 2023
6/13/2023
Product Design
Marketplace
77
🏬Automate place an investment experience
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
6/13/2023
Product Design
This is for offerings onboarded via Wealthblock
Marketplace
78
🏬Individual offering view
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
6/13/2023
Product Design
Redesign of our partners page that lays the foundation for storefront/marketplace
Marketplace
79
🏬Investor Profile Creation
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
6/13/2023
Product Design
Redesign of our partners page that lays the foundation for storefront/marketplace
Marketplace
80
🏬Migrate product triggered transactional emails from Sendgrid to Hubspot
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
6/13/2023
Product Design
Purpose is for metric tracking (email updates, conversion tracking, etc.)
Marketplace
81
🏬Filtering for Offerings
Task 🔨
Not clearly defined
P5
⚡Storefront v0.1
June 5, 2023 → July 31, 2023
6/13/2023
Product Design
Redesign of our partners page that lays the foundation for storefront/marketplace
Marketplace
82
Epic ⛰️
9/21/2023
83
Strategy Doc
Strategy 🤔
8/26/2023
Design Ops
84
Task 🔨
Product Regrouping
8/11/2023
85
Task 🔨
8/11/2023
86
8/11/2023
87
Creative Brief
8/11/2023
88
Strategy Doc 🤔
Strategy 🤔
8/11/2023
Design Ops
89
Strategy Doc 🤔
Strategy 🤔
8/11/2023
Design Ops
90
🛥️GTM Support Alto Securities
Epic ⛰️
Landing Page: FLP
Nurture Emails: FLP
Sales Deck: FLP
Offering Page: FLP
Social Media Creative: FLP
Asset class Research Report 1P: FLP
Offering Page: KJ
Landing Page: KJ
Sales Deck: KJ
Social Media Creative: KJ
Nurture Emails: KJ
Asset class Research Report 1P: KJ
Landing Page: AV
Offering Page: AV
Sales Deck: AV
Nurture Emails: AV
Asset class Research Report 1P: AV
Social Media Creative: AV
Social Media Creative: CW
Landing Page: CW
Show 13 moreMay 1, 2023 → March 31, 2024
Rika Putri
8/10/2023
Growth + Ops
91
🏬Storefront v0.2
Epic ⛰️
Not Started
🏬Investment Execution - AltoIRA Investor DOI / e-sign workflow optimization
🏬Portfolio tracking & visualization
🏬Allow the end user to edit offering details after creating the offering
🏬AltoIRA Dashboard Redesign
🏬Optimized Onboarding - Preferences
🏬Issuer distribution workflow optimization
October 1, 2023 → March 31, 2024
Roman Naimushin
6/13/2023
Product Design
Marketplace
92
—
Task 🔨
6/13/2023
93
⚡Storefront v0.1
Epic ⛰️
In Progress
🏬All Investment Options View
🏬Filtering for Offerings
🏬Migrate product triggered transactional emails from Sendgrid to Hubspot
🏬Investor Profile Creation
🏬Individual offering view
🏬Automate place an investment experience
🏬Marketplace offering onboarding
🏬API - Improved checkout experience
🏬Optimized offering execution
June 1, 2023 → August 31, 2023
Cedrick FunchesRoman Naimushin
6/3/2023
Product Design
Marketplace
There are no rows in this table
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