A modular, widget-based wealth management portal giving advisors and their clients a single, cohesive view of their entire financial landscape.
I led the design of the Client Portal end-to-end, working alongside a junior designer and closely with product, engineering, and executive stakeholders throughout.
Advisors were using multiple portals and experiences to view and advise client financial information. Clients didn't have a view of their advisor information outside of emails and phone calls. It became difficult for advisors to demonstrate value and for clients to understand their full financial picture.
Build a portal that consolidates a client's entire financial life into a single, customizable interface and gives advisors tools to show their value in real time.
The architecture of the portal was created by the design team through a new dashboard and widget system that was adopted into the design system.
The context was shaped by product owner experts. Research surfaced the gaps; design closed them.
Early exploration of the portal's content areas, layouts, and information hierarchy before moving into high-fidelity design.
I ran moderated user testing sessions with 3 financial advisors, specifically targeting two high-friction areas: the dashboard's add-widget feature and the realized gain/loss page.
Advisors didn't know what a widget would look like before placing it. Without a preview, they hesitated or placed the wrong widget, adding friction to the setup flow.
We tested two interaction models for adding widgets. Drag-and-drop significantly outperformed a curated list for speed and first-time task success.
Advisors attempted to rearrange columns by dragging column headers. This led to us adding a column rearrange drag and drop to the realized gain/loss page and reorganize the default columns.
Realized Gain/Loss · Column Rearrangement
Based on advisor feedback, we rearranged the column order to match how they actually process client data putting the fields they reach for first and added a drag&drop column customization.
The widget system and dashboard components were formalized and contributed to the Envestnet design system for use across multiple products. I also defined the information color tokens for dark mode ensuring WCAG-compliant contrast across all data visualizations.
The work extended beyond the portal itself, contributing foundational components and standards to the broader design system used across Envestnet products.
