Branded portal for Finance Industry

We designed a platform experience that balanced simplicity with sophistication, focusing on two core audiences: clients and the internal team.

For Clients:

• We created a secure portal where clients could view their full financial picture at a glance.
• The portal included clear portfolio summaries, visual charts showing asset allocations, named beneficiary details, and downloadable reports.
• Everything was designed for ease of use and peace of mind, so clients could trust the information they were seeing.

For the Admin Team:

• We built a streamlined backend that allowed staff to manage client records efficiently.
• Admins could update portfolios, add or edit beneficiaries, and track changes — all within a scalable system designed to support the firm’s long-term growth.
• The platform also included admin-level activity tracking, ensuring accountability across the team.

Simplified Beneficiary Management:

• We eliminated complexity by showing beneficiaries by name, instead of using internal codes, making it easier for both staff and clients to understand asset allocations.
• This clarity strengthened communication and reduced administrative friction.

Enhanced Visual and User Experience:

• From bolding key financial figures to optimising table layouts and incorporating a custom domain, every design decision supported a polished, professional experience that reflected the firm’s high standards.