Porfolio management web application tailored for high net-worth individuals to access their entire wealth picture.
Product Design
2016
Project overview
Working with a distributive project team of executive business owners, product managers, engineers, and designers – we reimagined an experience for wealth management. As part of the UX/UI design project team, we designed an experience that aggregated the porfolio of users into a single platform with customizable report generation, document vaults, and advisor communications center.
Engagement background
Project carried out for my role as a Senior Visual & UX Designer on the Goldman Sachs project team at Siteworx, a experience consultancy agency.