Manage wealth on hand and collaborate with your advisors
Access the tools you need to manage your wealth and collaborate with your advisor.
.png)
The client portal app is designed to provide clients with easy access to manage their wealth and collaborate with their advisors. This app offers a suite of tools necessary for wealth management, allowing for a seamless mobile experience for all financial and investment needs
After Orion's acquisition of the Advizr (now Orion Planning) platform, the primary focus was to bring Orion investment data into the desktop experience of our white-labeled client portal, which our clients (the investment advisors) brand and distribute to their clients. Therefore, there was a new acquisition called for a new mobile app in this project.
I played a key role throughout the project, from defining the problem and conducting user provocations to designing, collaborating with engineers, and testing builds for quality assurance.
The primary focus was to bring Orion investment data into the desktop experience of our white-labeled client portal, which our clients (the investment advisors) brand
The challenge of ensuring consistency in the desktop and mobile experience with a newly formed design system can be effectively managed, leading to a more cohesive and user-friendly product.
Build a MVP experience and give clients a fully branded, one-stop-shop for all of their financial needs.
After I conducted some initial discovery research around the legacy mobile app, we were able to gather some valuable insights into its current functionality, user engagement, and areas requiring improvement.
Before I started, there were two key challenges: the missing mobile design system and the 3-month time constraints. We had to innovate without a pre-existing mobile design system, working towards a solution that would make complex financial data comprehensible and manageable on smaller screens.
Therefore, it was crucial to prioritize tasks effectively. Me and Product Manager focused on identifying the most essential features and functionalities that needed to be implemented first. This approach ensured that developers could begin work on the critical components of the project.
I create information hierarchy based on high adoption involves organizing content or data in a way that prioritizes the most widely adopted or important aspects at the top, ensuring that users or readers encounter the most relevant information first.
Highest Adoption Rate
Low Priority
I ideated on possible product features and prioritized them based on what are must-haves in Phase1 , further enhancement in Phase 2, and future for future product updates.
.png)
I first created user flow helping users navigate them to find and process the information. The goal is to bring Orion investment data into the desktop experience of our a white-labeled client portal.
Due to time constraints, I am seeking prompt feedback from the design team. Feedback from the internal critique was invaluable. It highlighted areas where the user flow could be streamlined and sparked discussions on how to better align the design with user expectations. This collaborative process underscored the importance of different viewpoints in refining our designs.
Due to time constraints, I am seeking prompt feedback from the design team. Feedback from the internal critique was invaluable. It highlighted areas where the user flow could be streamlined and sparked discussions on how to better align the design with user expectations. This collaborative process underscored the importance of different viewpoints in refining our designs.
After reviewing the Hi-Fi wireframe with the team, I ensure the mobile components are updated before handoff to the engineers for production.
Create a list row component for a mobile fintech application that can handle multiple combinations of data, including but not limited to account balances, transaction details, notifications, and financial insights.
Through this case study, I learned users behave very differently on their phone compared to the desktop and it can be action focused or less action oriented dependent on the industry you are designing it for. Touch screens let users have a lot more interaction compared to the web.
This project was a valuable learning experience to accommodate various data types and user interactions. In future projects, I would spend more time on the design and prototyping phase, possibly using tools like Figma to test out ideas before moving to implementation. This reflection has also motivated me to explore more advanced techniques in performance optimization and accessibility to build more efficient and inclusive mobile application.