I collaborated with Sowefund, a French co-investment platform that enables anyone to become a shareholder in start-ups and scale-ups alongside professional investors. My role focused on designing a new vertical dedicated to Wealth Management Advisors (WMA), allowing them to manage their clients directly on the platform.

The main objective: enable WMAs to add their clients, offer them co-investment solutions, and manage all associated data and transactions. All while maintaining compliance and a seamless user experience for both advisors and their end clients.

UI Kit Foundation : Established the design system foundations (colors, typography, spacing, border-radius, and shadows) ensuring consistency across the new vertical from day one. As the project evolved, I created components on-demand, keeping the system lean and adaptable.

Advisor Onboarding Flow : Designed the login and registration experience using a referral code system, linking each advisor to their organization while maintaining security and ease of use.

KYC Integration : Conceptualized the profile validation process for both advisors and individual investors, ensuring compliance with French financial regulations without creating friction.

Client Management : Designed the flow for advisors to add individual investors (including entering personal information and allocation details) while keeping the interface clear and error-free.

Dashboard & Oversight : Created an overview screen allowing advisors to monitor all their clients, transactions, and wallets at a glance, balancing density with readability.

From the outset, I worked hand-in-hand with the Product Manager to map out user flows in detail, validating every step early to avoid gaps and ensure a solid foundation before moving to high-fidelity design.

Throughout the project, I maintained close alignment with the Front-End Developer, discussing implementation constraints and opportunities upfront to ensure feasibility. We also held regular cross-functional touchpoints with the Back-End Developer and PM, enabling the whole team to move forward together, anticipating edge cases, aligning on expectations, and iterating as needed.

Together, we designed and delivered the MVP of a B2B platform for wealth management advisors, enabling the Sowefund sales team to demo a fully functional product at Patrimonia, a major industry conference.