Platform envisioning for a leading financial institution to create a unified and intuitive advisory experience for financial advisors and their teams. Our work consisted of an initial research phase consisting of identifying pain points of the current advisory experience, competitive analysis, ecosystem, and IA mapping followed by the development of a design system and finally, the creation of a “North Star” design for three target users.

Dynamic Search

The Dynamic Search feature gives advisors the direct access to client profiles, account information, investment products, financial solutions, and resources and news. By inputing related key words, advisors can quickly locate needed information and take actions.

Document Generation

The Document Generation feature enables financial advisors to customize exported files with preset templates and share them in real-time during client calls.

My Practice

My Practice page is where advisors view client information and summaries. The design team also proposed adding a recommended opportunities widget where the system automatically generates articles of potential business opportunity to share with clients.