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