Aggregated wealth management solution for financial advisors and their clients

Fincite’s white-label product CIOS.Unity aggregates various financial accounts and asset types to provide one central view on customer’s whole wealth. The CIOS.Unity’s 360-degree view on wealth enables wealth managers to give better assessment and advice to their end-customers.

Summary of features designed for the project:

My roles in the project:

Work process

Customer Journey & Scoping Workshop

Sketches & Information Architecture

Usability Test

Other Screens

Using Format