Global UHNWI – Wealth Management SaaS Platform

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Platform: Web, Mobile
Role: End-to-End Product Design and Development Management

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For a global wealth-management SaaS provider, I led and executed the UX/UI design of a new digital investment platform serving ultra-high-net-worth individuals and financial advisors. The objective was to deliver real-time insights with an interface that balanced sophistication and usability.

 

I conducted research with both investors and advisors, mapping dual user journeys to capture their distinct goals. I designed interactive prototypes featuring real-time portfolio dashboards, data visualizations, and personalized financial-goal tracking. In parallel, I developed the DFS Calculator app for advisors, simplifying complex financial computations within an intuitive UI.

 

The platform improved transparency and decision speed for investors and efficiency for advisors. It earned recognition as the best HNI portal in the U.S., demonstrating how data-driven UX and refined UI craftsmanship can elevate the wealth-management experience.