Client Portal
Manage investments with ease, and access key documents in one place, all in a secure, personalised portal designed for you.
Years
2025
Role
Sr. Product Designer
Scope
Strategy, UX Design
Client Portal
Manage investments with ease, and access key documents in one place, all in a secure, personalised portal designed for you.
Years
2025
Role
Sr. Product Designer
Scope
Strategy, UX Design
Client Portal
Manage investments with ease, and access key documents in one place, all in a secure, personalised portal designed for you.
Years
2025
Role
Sr. Product Designer
Scope
Strategy, UX Design
Challenge
Institutional investors lacked a consolidated platform to access their reports and insights. Existing workflows were fragmented, relied on manual communication, and created friction for both clients and internal teams.
Challenge
Institutional investors lacked a consolidated platform to access their reports and insights. Existing workflows were fragmented, relied on manual communication, and created friction for both clients and internal teams.
Challenge
Institutional investors lacked a consolidated platform to access their reports and insights. Existing workflows were fragmented, relied on manual communication, and created friction for both clients and internal teams.
Solution
We designed and launched a new client portal MVP from scratch, enabling institutional investors to access all their investment reports in one place. The portal provided a centralized, secure dashboard that supported registration, report access, FAQs, and direct manager contact.
Solution
We designed and launched a new client portal MVP from scratch, enabling institutional investors to access all their investment reports in one place. The portal provided a centralized, secure dashboard that supported registration, report access, FAQs, and direct manager contact.
Solution
We designed and launched a new client portal MVP from scratch, enabling institutional investors to access all their investment reports in one place. The portal provided a centralized, secure dashboard that supported registration, report access, FAQs, and direct manager contact.
Outcomes
The launch of the portal delivered immediate value to clients while creating a strong foundation for future digital growth.
Centralized Access
Created a single entry point where institutional investors could securely access all their reports and portfolio information in one place.
Improved Client Experience
Simplified onboarding and navigation with clear flows, FAQs, and direct manager contact, reducing friction and support requests.
Foundation for Growth
Launched an MVP portal that aligned stakeholders and set the groundwork for future enhancements like interactive reporting.
Outcomes
The launch of the portal delivered immediate value to clients while creating a strong foundation for future digital growth.
Centralized Access
Created a single entry point where institutional investors could securely access all their reports and portfolio information in one place.
Improved Client Experience
Simplified onboarding and navigation with clear flows, FAQs, and direct manager contact, reducing friction and support requests.
Foundation for Growth
Launched an MVP portal that aligned stakeholders and set the groundwork for future enhancements like interactive reporting.
Outcomes
The launch of the portal delivered immediate value to clients while creating a strong foundation for future digital growth.
Centralized Access
Created a single entry point where institutional investors could securely access all their reports and portfolio information in one place.
Improved Client Experience
Simplified onboarding and navigation with clear flows, FAQs, and direct manager contact, reducing friction and support requests.
Foundation for Growth
Launched an MVP portal that aligned stakeholders and set the groundwork for future enhancements like interactive reporting.
Project Process
Research
User Personas
Audience Insights
Concept Ideation
Experience Themes
Innovation Opportunities
Concept Testing
Design Concepts
Dashboard
Documents
Interactive Reporting
Project Process
Research
User Personas
Audience Insights
Concept Ideation
Experience Themes
Innovation Opportunities
Concept Testing
Design Concepts
Dashboard
Documents
Interactive Reporting
Project Process
Research
User Personas
Audience Insights
Concept Ideation
Experience Themes
Innovation Opportunities
Concept Testing
Design Concepts
Dashboard
Documents
Interactive Reporting
User Personas
Research
The Strategic CIO
Chief Investment Officer at a pension fund. Needs to deliver returns, ensure compliance, and align stakeholders while managing billions in assets.
Interests:
Reliable, real-time insights
ESG alignment and reporting
The Hands-On Analyst
Young investment analyst who supports senior leaders. Spends most of his time crunching data, preparing reports, and running performance analysis.
Interests:
Easy-to-use dashboards
Automation of manual workflows
The Independent Wealth Manager
Oversees client portfolios, balancing performance with transparency. Needs efficient tools to keep clients informed and maintain trust.
Interests:
Simple, consolidated reporting
Quick access to key performance metrics
User Personas
Research
The Strategic CIO
Chief Investment Officer at a pension fund. Needs to deliver returns, ensure compliance, and align stakeholders while managing billions in assets.
Interests:
Reliable, real-time insights
ESG alignment and reporting
The Hands-On Analyst
Young investment analyst who supports senior leaders. Spends most of his time crunching data, preparing reports, and running performance analysis.
Interests:
Easy-to-use dashboards
Automation of manual workflows
The Independent Wealth Manager
Oversees client portfolios, balancing performance with transparency. Needs efficient tools to keep clients informed and maintain trust.
Interests:
Simple, consolidated reporting
Quick access to key performance metrics
User Personas
Research
The Strategic CIO
Chief Investment Officer at a pension fund. Needs to deliver returns, ensure compliance, and align stakeholders while managing billions in assets.
Interests:
Reliable, real-time insights
ESG alignment and reporting
The Hands-On Analyst
Young investment analyst who supports senior leaders. Spends most of his time crunching data, preparing reports, and running performance analysis.
Interests:
Easy-to-use dashboards
Automation of manual workflows
The Independent Wealth Manager
Oversees client portfolios, balancing performance with transparency. Needs efficient tools to keep clients informed and maintain trust.
Interests:
Simple, consolidated reporting
Quick access to key performance metrics
Audience Insights
Research
Strategic CIO
Fragmented View
"I can’t see the full picture of risk across all our managers in one place."
Reporting Burden
"We spend more time building reports for regulators than actually analyzing performance."
Slow Decisions
"By the time I get the data, the market has already moved on."
Hands-On Analyst
Data Overload
"I’m drowning in spreadsheets, it’s hard to find real insights quickly."
Clunky Tools
"The dashboards don’t let me customize what I need to see."
Workflow Gaps
"None of our tools connect, so I spend hours reconciling data manually."
Independent Wealth Manager
Time Pressed
"I don’t have hours to dig through data, clients want clear answers fast."
Consistency Issues
“Different sources give me different numbers, which makes me look unreliable.”
Trust & Transparency
“Clients expect me to show not just performance, but risks and ESG commitments.”
Audience Insights
Research
Strategic CIO
Fragmented View
"I can’t see the full picture of risk across all our managers in one place."
Reporting Burden
"We spend more time building reports for regulators than actually analyzing performance."
Slow Decisions
"By the time I get the data, the market has already moved on."
Hands-On Analyst
Data Overload
"I’m drowning in spreadsheets, it’s hard to find real insights quickly."
Clunky Tools
"The dashboards don’t let me customize what I need to see."
Workflow Gaps
"None of our tools connect, so I spend hours reconciling data manually."
Independent Wealth Manager
Time Pressed
"I don’t have hours to dig through data, clients want clear answers fast."
Consistency Issues
“Different sources give me different numbers, which makes me look unreliable.”
Trust & Transparency
“Clients expect me to show not just performance, but risks and ESG commitments.”
Audience Insights
Research
Strategic CIO
Fragmented View
"I can’t see the full picture of risk across all our managers in one place."
Reporting Burden
"We spend more time building reports for regulators than actually analyzing performance."
Slow Decisions
"By the time I get the data, the market has already moved on."
Hands-On Analyst
Data Overload
"I’m drowning in spreadsheets, it’s hard to find real insights quickly."
Clunky Tools
"The dashboards don’t let me customize what I need to see."
Workflow Gaps
"None of our tools connect, so I spend hours reconciling data manually."
Independent Wealth Manager
Time Pressed
"I don’t have hours to dig through data, clients want clear answers fast."
Consistency Issues
“Different sources give me different numbers, which makes me look unreliable.”
Trust & Transparency
“Clients expect me to show not just performance, but risks and ESG commitments.”
