This wealth management platform helps financial advisors and high-net-worth individuals manage portfolios, visualize performance, and track client KPIs in one intuitive dashboard. Despite strong backend capabilities, the original UI lacked clarity and credibility—leading to high drop-off rates and low user activation. By redesigning the interface and aligning the product story with user goals, we increased trust, improved onboarding speed, and helped position the platform as a modern, client-ready wealth tool.

Outdated UX and unclear messaging were stalling user activation. The product was valuable—but the platform looked dated, hard to navigate, and didn’t build the trust needed to convert high-net-worth leads.

2.5× More Demo Requests — Clearer messaging and flow led to a direct pipeline lift.

38% Faster Onboarding — Shortened the signup → funded account flow for new users.

Higher Brand Trust — Visual clarity and simplicity improved perceived professionalism and reduced buyer hesitation.