Next-Gen Wealth Platform: Asset Movement

The goal was to redesign the Move Assets process to provide financial professionals with an efficient and user-friendly experience for transferring assets across accounts.

The existing asset movement workflow was complex and a disjointed user experience. The challenge was to create a cohesive process that streamlined transfers while integrating seamlessly into the unified Wove platform.

I conducted workflow analysis to identify inefficiencies and improvement opportunities. I designed intuitive user interfaces that simplified navigation and reduced manual effort for financial professionals. I integrated features from NetX360+ to enhance functionality and align with Wove's design framework.

A research study validated the new design, with users praising its logical sequence, clear details, and time-saving features. Advisors appreciated the streamlined approach, which improved overall efficiency.