Wealth Management Dashboard for Financial Advisors
Designed a comprehensive wealth management dashboard for financial advisors to better serve their clients.
Client
Prosperity Wealth Management
Duration
7 months
Services
User-Centered Design
Industries
Finance
Project Overview
Created an intuitive and powerful dashboard for financial advisors to manage client portfolios, track performance, and generate reports. The design focused on data visualization, workflow efficiency, and providing advisors with actionable insights at a glance.
Technologies Used
Figma
Tableau
D3.js
React
Results & Impact
Reduced time spent on portfolio analysis by 30%
Improved client reporting efficiency by 50%
Enhanced advisor productivity by 25%
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