Financial Advisers actively carry out their day-to-day tasks all in this one centralised interface. Open new products, manage client's investments, upload documents, communicate via a range of automated methods and find out information / stats on their clients within seconds are just a few features.

Between 3,000 - 4,000 monthly users, servicing 80,000+ clients, with over 2.6 million monthly page views.

The process

Above is an example of a typical Financial Advisor who would use this system, I gathered data for a couple of these Personas based on Surveys sent out using the survey tool we designed and implemented shown in the next few screens below.

After Personas, then came market research, process flows, sketching (as I find this the quickest way to visualise ideas), low fidelity mockups then finally some final / high fidelity designs and UAT testing. I also created the design language for this project.

Below are just a few more examples of this large project, some of the features include: Various dashboards, creating new clients on the system, opening new products on client's behalf, messaging system, in depth investment information, advanced reporting and filtering, generating documents, a survey system, an appointment booking system.