Wealth Management Dashboard for New Edge
SUMMARY
New Edge Wealth is a financial advisory platform serving high-net-worth clients and wealth managers. I designed the full dashboard experience from the ground up, 6 core product areas, full dark + light theming, and fully responsive across desktop and mobile. The challenge was making complex financial data feel clear, actionable, and trustworthy in every context an advisor works in.
Role
Product Designer
Team
1 Product Designer, 2 Product Managers, 4 Engineers
Timeline
2024 - 2025
Tools
Figma, FigJam, Figma Make
Skills Used
Dashboard design, data visualization, financial UX, responsive design, dark/light theming, design systems, prototyping
Assets Managed
Product Areas
Themes
Responsive
Product · Live Demo
Try the real prototype, every screen, every interaction.
Navigate the real prototype — toggle dark mode, switch screens, scroll through the data.
How might we give wealth advisors a single, intuitive dashboard to manage multi-million dollar portfolios, across every device, any time of day, without sacrificing clarity?
Act 01
Listening Before Designing
Three weeks embedded with the people who'd actually use this, advisors, operations leads, and compliance officers across three firms.
Research · Method
A double diamond, four lenses, one question.
Interviews
9 advisors & ops leads
Shadowing
3 half-day sessions
Audit
8 competitor teardown
Diary study
5 days of logged lookups
Co-design
2 workshops with advisors
Research · Insights
Three numbers rewrote the product.
Insight · 01
Lookups on mobile
Nearly half of all portfolio checks happened between 6pm and 11pm on mobile. Mobile wasn't an afterthought, it was half the product.
Insight · 02
Tools per workflow
Advisors averaged 6.2 tool switches to get a full client picture. Data density wasn't the enemy, fragmentation was.
Insight · 03
Hour working days
Ten-hour sessions weren't rare, they were the norm. Dark mode surfaced as a workflow tool, not an aesthetic preference.
Research · Mapping
A day in the life, mapped end to end.
Morning Scan
Client Prep
Client Meeting
Rebalance
Report Out
EOD Review
Time
5 min
30 min
60 min
15 min
10 min
5 min
User Actions
Front Stage
Back Stage
Support Process
The user at the center
Designed for Marcus.
Primary persona
Marcus Reeves
Senior Wealth Advisor·Chicago, IL · Mid-size RIA
“I do half my client prep on my phone at 10pm the night before a meeting. Don't pretend I'm always at my desk.”
Experience
HNW Households
AUM
About Marcus
Senior advisor at a mid-size Chicago RIA, 12 years in. Power-user of Excel. Cautiously skeptical of new software. Wants to be home for dinner.
Goals
- →Portfolio health in under 30 seconds
- →Prep on the commute, not the night before
- →Client-ready reports in one click
Frustrations
- ×Data scattered across three tools
- ×Every allocation drill-down needs Excel
- ×Tools assume he's always at his desk
Tools today
Framing · Principles
Four principles guided every decision.
Clarity over density.
Advisors wanted more data, not less. Every number earns its place through hierarchy, one headline, context, then detail on demand.
Light and dark as equals.
Dark mode for focused sessions, light for client-facing moments. Neither is the 'real' one, both are first-class from the first wireframe.
Designed for 47%.
If nearly half of lookups happen on mobile, mobile isn't adapted-down desktop. It's a distinct product with its own IA, nav, and density rules.
Precision as trust.
Financial data lives or dies on precision. Every pixel, rounded numbers, ambiguous color, blurred edges, costs or earns credibility.
Ideation · Wireframes
From low-fi flows to the full dashboard.
Primary
Advisor Flow
Frame 01 · Overview
Frame 02 · Clients
Frame 03 · Portfolio
Frame 04 · Allocation
Track
and Deliver
Frame 05 · Cash Flow
Frame 06 · Reports
Frame 07 · Client detail
Ideation · What I killed
The final design is clean because the early ones weren't.
A spreadsheet-style grid with dense tables, inline edits, and filterable columns, mirror the tools advisors already use.
Replicates the pain. It reproduced the exact problem research flagged. Existing tools weren't the model, they were the problem.
A single infinite-scroll 'god view', every signal, every chart, one page.
Unfindable. Impressive in Figma. Fell apart on mobile and in testing. Advisors couldn't find anything twice.
A conversational AI-first interface, ask the portfolio anything and get an answer.
Black box = no trust. Advisors politely refused. Trust requires visible precision. AI became an assist, not the lead.
Act 04
Designing the Platform
What shipped is six focused product areas, designed in both themes and fully responsive. Below: each screen, the decision behind it, and how it looks in dark, light, desktop, and mobile.
Portfolio Dashboard
30 seconds to portfolio health
The advisor's home base. Four headline stat cards, total value, cash, YTD returns, monthly income, answer the 'is everything OK?' question without scrolling. Below them: performance chart, asset mix donut, cash flow trend, recent activity, and market indices. Every advisor interviewed said they wanted to assess a client's state in under 30 seconds. This layout does it in under 10.
KEY DESIGN DECISION
The primary stat card uses a saturated blue-purple gradient while the others sit flat in white or slate. This isn't decoration, it's saying *'if you only read one number, read this one.'* Eye-tracking on prototypes showed advisors hit the Total Portfolio Value 2.3× faster than on the unstyled version.
Client Management
Every household, one view
Consolidates total AUM, active reviews, and a searchable client list with inline performance metrics per household. A right-side panel surfaces today's schedule and quick actions (New Client, Schedule Meeting, Send Reminder), the things advisors reach for dozens of times a day. Small embedded calendar for context.
WHY THE SIDE PANEL
Research showed advisors context-switch constantly between 'who do I need to call' and 'what did this client's portfolio do.' Putting the schedule + actions *right next to* the client list means the two most-switched-between views share a screen. No more tab-juggling.
The Analysis Suite
Portfolio · Allocation · Cash Flow
Three deep-dive screens answer the questions advisors get asked most. Portfolio Analysis plots 6-month performance against the S&P 500 benchmark, with tabbed breakdowns by asset class, management style, or geography. Asset Allocation Detail shows dual donut charts alongside a sortable 127-holding table, the view advisors used to export to Excel. Cash Flow Analysis tracks income vs expenses with a full searchable transaction history. Together they replaced three separate spreadsheets in the advisor's daily workflow.
Reports & Documents
From portfolio data to client-ready PDF
One-click downloads for quarterly reviews, monthly statements, annual summaries, and tax documents. A summary breakdown shows total assets, liabilities, and net value across all account groups, the numbers an advisor cites in every client meeting. Generating a report used to take 2-3 hours. Now it takes under a minute.
Act 05
Reflections
Reflections
What I Learned
RESEARCH IS THE DESIGN
The three concepts I killed weren't wasted, they were the research. You can't reject 'the spreadsheet grid' until you've designed it and watched a real advisor struggle with it.
DESIGN FOR ACTUAL CONTEXT
The 47% mobile stat rewrote my entire plan. If I'd designed desktop-first and adapted down, which is the default instinct, I would have shipped a product that failed half its users half the time.
DARK MODE IS UX
Dark and light aren't aesthetic choices in professional tools, they're workflow tools. Designing both as equals, with equivalent contrast discipline and color semantics, doubled the work but made the product feel respectful of how people actually use software.
TRUST IS VISUAL
The single biggest lesson: in a tool where people bet their clients' retirement, every pixel reinforces or erodes trust. Rounded numbers, blurred edges, or ambiguous color, all of it costs you. Precision in visuals is precision in promise.