Advisor360 — Unified Wealth Management Dashboard
Designing a real-time advisor command center that replaces 5+ fragmented systems and enables faster financial decision-making.
Advisors switched between 5+ systems during live client meetings, increasing cognitive load and slowing critical financial decisions. I designed an action-driven dashboard that reduced prep time by 40% and improved cross-selling accuracy by 15%.
Overview
Role: Lead UX / Product Designer
Team: Product Manager, 5 Engineers, Data Engineering
Timeline: 6 months
Problem: Fragmented tools causing decision fatigue
Solution: Action-priority advisor dashboard
Impact: 40% faster prep time 15% increase in cross-selling accuracy
My Role
- Led UX strategy and system architecture for the advisor dashboard
- Defined information hierarchy focused on decision-making under time pressure
- Designed interaction patterns for real-time financial data visualization
- Partnered with engineering to ensure performance in legacy system constraints
The Problem
Financial advisors operated across 5+ disconnected systems during live client interactions.
Which created:
- High cognitive load during time-sensitive decisions
- Fragmented client data with no single source of truth
- Delayed insights, reducing responsiveness in meetings
- Increased risk of suboptimal financial recommendations
This directly impacted revenue opportunities and reduced advisor confidence during client interactions.
Key Insights
- Advisors don’t need more data — they need prioritized actions
- “Information overload” was actually a ranking and context problem
- Decision-making happens under pressure — speed matters more than depth
- Advisors trust systems that prioritize clarity over completeness.
Approach
Before vs After
A shift from fragmented workflows and manual analysis to a unified, action-priority experience built for faster advisor decision-making.
Solution
Final Product Experience
Outcome
Key Takeaways
This project reinforced a key principle:
Financial tools don’t fail from lack of data — they fail from lack of clarity.
By shifting the focus from data presentation to decision support, the platform became a core system for advisors — not just another dashboard.
This approach shifted the product from a reporting tool into a decision-making engine.
Impact
- 40% reduction in pre-meeting preparation time
- 15% increase in cross-selling accuracy
- Faster decision-making during live client interactions
- Reduced cognitive load for advisors