Financial Planning Technology for a Profitable Future

My Role 

  • Collaborate with the product team to improve UX for web platform

  • Conceptualize and design new product features - eg. the account opening process

  • Redesign web pages to better communicate company value and product features

  • Create investment presentations for fundraising, and marketing collateral for upcoming conferences, based on existing brand visuals and messaging

Case Study: Financial Plan Features ​

Guiding Question

How might we best organize all of Advizr's available features for the Financial Plan?

Our Users

The users are financial planners, and they are using Advizr to help craft their various types plans for clients (will, trusts, retirement plans, etc).

Key Considerations ​

  • Proper hierarchy of components

  • Minimize long-scrolling pages

  • Intuitive and easy to learn

  • Scalability - what happens when more features are added?

The goal of revamping the Financial Plan was to determine the best way to organize the different tools available under Financial Plan.

Because of the different actions and plans available, we decided that it would be smart to toggle between different tools in each section. Thinking about hierarchy and scalability, a segmented control seemed to be most intuitive and familiar for navigation.

My role was to determine the proper information hierarchy, and produce designs for dev implementation.

© 2018 Bowie Mok