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:
- Separate dashboards for end-customer and wealth managers
- Aggregation of cash accounts, portfolio accounts, and alternative assets
- Various portfolio breakdowns down to instrument level
- Portfolio performance and reporting
- Additional ESG investment functionalities
My roles in the project:
- Plan and facilitate ideation workshops and usability interviews with another UX Designer
- Create user journeys, wireframes and high-fidelity designs
- Brief and manage a UI designer to work on high-fidelity designs
- Create and manage product’s design system together with a UI designer
- Manage communication with clients/stakeholders as well as development and product teams
Work process
Customer Journey & Scoping Workshop
Sketches & Information Architecture
Usability Test
Other Screens
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