Redesigned a fragmented, desktop-centric financial advisor platform into a unified, mobile-first client portal — giving high-net-worth individuals real-time transparency into their complex portfolios, wherever they are.
Role
Senior Product Designer
Duration
2 Months
Tools
Figma, Cursor, Tailwind, Jira
Outcome
+40% Mobile Engagement
Project Overview
In the high-stakes world of wealth management, clarity is currency. This project involved redesigning a fragmented, desktop-centric financial advisor platform into a unified, mobile-first client portal. The goal was to provide clients with real-time transparency into their complex portfolios, enabling informed decision-making on the go.
The Challenge
"Financial data is inherently dense. Clients were previously forced to navigate through multiple legacy systems to answer simple questions like "How is my portfolio performing today?" or "What is my current buying power?""
Desktop Dependency
Critical portfolio data was buried in complex spreadsheets inaccessible on mobile.
Cognitive Load
Users were overwhelmed by hundreds of data points with no clear visual hierarchy.
Fragmented Context
Holdings, activity history, and cash balances lived in separate silos.
The Solution
I designed a mobile web experience that prioritizes skimmability without sacrificing the depth required for serious financial analysis. The solution centers on a "Summary-to-Detail" architecture.
Reduces Cognitive Load
Instead of overwhelming the user with 20 columns of data for every stock on one screen, you show just the essentials (Symbol, Price, G/L).
Prioritizes Skimmability
The user can quickly scan their whole portfolio to see the "big picture" without getting bogged down in the details.
Reveals Depth on Demand
When the user actually needs to see the tax lots, purchase dates, or cost basis, they click in. The complexity is there, but it's "hidden" until it's relevant.
Prototype
A high-fidelity demonstration of progressive disclosure and mobile-first data visualization.
Key Features
Interactive Allocation
Mobile-optimized donut charts with drill-down capabilities for sector analysis.
Historical Views
Seamless 'time-travel' engine to view portfolio state on any past date.
Impact & Results
+40%
Engagement
Mobile check frequency
−25%
Support Load
Routine balance calls
3×
Frequency
Daily login increase
Conclusion
"By applying progressive disclosure and visual hierarchy to complex financial data, we successfully bridged the gap between technical depth and mobile convenience. The result is a portal that empowers clients to own their financial journey, anywhere in the world."
Wireframes, research artifacts, and prototype available upon request.