Managed Accounts Investment Tool
Designing a personalized experience for a managed accounts investment platform, enabling users to personalize portfolios, understand financial progress, and take action on advisor-driven recommendations.
Client: Confidential Enterprise Financial Services
Role: Product/UX Designer
Environment: Enterprise Financial Platform
Focus: Personalization, Goal Tracking
*Certain details have been generalized for client confidentiality.
The Product
Investors often lacked clear visibility into their progress toward financial goals and were unsure what actions to take next. The opportunity was to create a more guided, personalized experience that translated complex financial data into intuitive pathways.
Main Focuses that Drove Impact
Prioritized post-enrollment product experiences supporting personalized portfolio management
Allowed persona-driven design to create pathways tailored to investor life stages
Ensured high-fidelity UI aligned was to enterprise design standards
I designed adaptive dashboard components that responded to investor profile, engagement level, and financial milestones. The goal was to create a system that felt tailored without overwhelming the user.
Strengthened clarity around financial goal progression with the Goal Completion Widget.
Enabled more professional investor journeys with relevant metrics.
Advisor assisted entry points encouraged proactive decision making with context.
Relevant insights and recommended actions based on financial profile.