Realize Brokers needed more than a redesigned report. Their financial analysis lived across multiple Excel workbooks, while proposals, branding, and presentation materials lacked a consistent visual language. The goal was to transform disconnected data into a cohesive communication system that worked across proposals, dashboards, and the web.
My Role
Brand Identity
Dashboard Design
Data Visualization
Proposal Design
Landing Page Design
Motion Graphics
Iconography
The Opportunity
• Financial data lived across multiple Excel files
• Charts lacked consistency
• Reports were difficult to compare
• Branding varied between materials
• No digital experience beyond static documents
BUILDING THE SYSTEM
Brand Identity
Dashboard Design
I redesigned complex spreadsheets into a dashboard-inspired interface that prioritized visual hierarchy, comparison, and readability. Charts were simplified, key metrics grouped, and the layout organized around faster decision-making.
Proposal Experience
Rather than producing a traditional report, I designed a proposal that combined financial summaries, dashboard components, and visual storytelling into a single presentation that clients could quickly understand.
Motion Design
To extend the system beyond print, I created lightweight motion graphics that brought dashboard components to life for the landing page. Animated charts and interface elements reinforced the brand while making complex financial information feel more approachable.
Iconography
I designed a custom icon library that maintained visual consistency across reports, dashboards, presentations, and digital assets. The icons were optimized for both light and dark interfaces to support future expansion of the design system.
Outcome
The final deliverable evolved into a complete communication system that unified branding, proposals, dashboards, and digital assets. Complex financial information became easier to interpret through simplified data visualizations, consistent iconography, and a scalable design language that could be reused across future client presentations and marketing materials.
Like this project
Posted Jul 17, 2026
Redesigned a brokerage brand and transformed spreadsheet-driven reports into a dashboard-inspired proposal system with custom iconography, animated web assets.