Context

This was a design concept of a portfolio dashboard management I did for a design test challenge. I designed this for portfolio managers who prefer modern and high-tech look of a product.

Goal

Help portfolio manager manage multiple clients easily without feeling overwhelmed

Design

The dashboard is meant to assist portfolio managers in going through their day-to-day activities with some key functions:

• Insights from portfolio performance and recommendations.

• Meeting and calls organizations.

Closure

What do you think I can improve for this design? Let me know in the comments! :)

Hi! I'm Tania, a product designer experienced in fintech and AIaaS.

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