Advisor Dashboard
Advisor Dashboard
Product Design Case Study
Duration : 2-3 weeks
My Role : Initial Designing
In line with my NDA, I tweaked or omitted certain details in this case study- gotta keep things confidential while still telling a great story!
In line with my NDA, I tweaked or omitted certain details in this case study- gotta keep things confidential while still telling a great story!
Overview
The Advisor Dashboard is the command center for Financial Advisors—a one-stop hub where they can track every client, manage accounts, and stay on top of their to-dos with ease.
The Advisor Dashboard is the command center for Financial Advisors—a one-stop hub where they can track every client, manage accounts, and stay on top of their to-dos with ease.
The Advisor Dashboard is the command center for Financial Advisors—a one-stop hub where they can track every client, manage accounts, and stay on top of their to-dos with ease.
Why did we do a redesign for the Advisor Dashboard?
Why did we do a redesign for the Advisor Dashboard?
Before, the Advisor Dashboard felt more like a blind spot—it lacked a clear view of an advisor’s performance and missed out on the latest client activities.
Before, the Advisor Dashboard felt more like a blind spot—it lacked a clear view of an advisor’s performance and missed out on the latest client activities.
Note : This is the old design for the advisor dashboard
Note : This is the old design for the advisor dashboard
Scattered tasks and updates
There was no centralized list to track pending actions, making it harder to stay organized.
Scattered tasks and updates
There was no centralized list to track pending actions, making it harder to stay organized.
Lack of emphasis on critical tasks
Time-sensitive and compliance-related activities often got lost in the shuffle, increasing the risk of missed deadlines.
Lack of emphasis on critical tasks
Time-sensitive and compliance-related activities often got lost in the shuffle, increasing the risk of missed deadlines.
No clear view of top and bottom clients
Advisors struggled to quickly identify their best-performing clients and those who needed extra attention.
No clear view of top and bottom clients
Advisors struggled to quickly identify their best-performing clients and those who needed extra attention.
Initial Concept
The original vision for the design was to craft a powerful, all-in-one dashboard for Advisors—one that provides a complete snapshot of their clients, total Assets Under Management (AUM), upcoming tasks, and the latest account updates, all in one place.
The original vision for the design was to craft a powerful, all-in-one dashboard for Advisors—one that provides a complete snapshot of their clients, total Assets Under Management (AUM), upcoming tasks, and the latest account updates, all in one place.
The issue with this layout?
It was a memory hog. The backend struggled with excessive data consumption, making graph loading a slow and frustrating experience.
So, we scrapped that design in favor of something smarter—an intuitive dashboard where advisors see their daily tasks front and center, with the flexibility to dive into client details only when needed.
Iteration 1
In this iteration, my focus was on making the Advisor Dashboard more intuitive and user-friendly. Now, advisors can instantly spot their daily tasks and high-priority action items—no more digging around for what needs attention.
We streamlined the dashboard with features for tracking client meetings, monitoring growth stats, and prioritizing tasks into high-impact and routine categories.
Review of This Layout:
The page lacked a clear visual hierarchy, making it overwhelming for advisors due to the sheer number of elements crammed into one screen.
Iteration 2
In this iteration, my priority was reducing cognitive load. To achieve this, I split the page into three tabs and introduced a landing view where advisors can choose to focus on meetings, tasks, or growth opportunities individually.
Starting Screen
Advice Tab
Client view in the advice tab
Starting Screen
Advice Tab
Client view in the advice tab
Starting Screen
Advice Tab
Client view in the advice tab
Starting Screen
Advice Tab
Client view in the advice tab
Building on Iteration 2
The team loved the idea of a starting screen, so I refined it further while enhancing the visual design.
Good morning, Andy!
Welcome to your dashboard
Advice
Stay updated with what’s going on within the Clients life
Meet
Stay updated with what’s going on within the Clients life
Grow
Stay updated with what’s going on within the Clients life
Search for clients or actions
Advice
Meet
Grow
Clients
842
Tasks
Time Sensitive Tasks
Account Maintenance Tasks
High Priority Tasks
This Month
RMDs Applicable
Cecilia Waters
2 Accounts
Proceed
Due in 1 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Raise Cash
Paul Cooper
Account *1234
Proceed
Due in 7 Days
Search for clients or actions
Advice Dashboard
Jan 01 - Feb 01, 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
35
10%
vs last month
Total New Accounts
10
10%
vs last month
Total Accounts Closed
10
10%
vs last month
Advice
Meet
Grow
Clients
842
High Priority Tasks
All
RMDs Applicable
All Accounts
proceed
Due in 3 Days
Pending Funding
Account *1234
Account *1235
Account *1235
proceed
Due in 10 Days
Raise Cash
Account *1234
Account *1235
proceed
Due in 17 Days
Cecilia Waters
cecilia@gmail.com
929-721-9854
Log Annual Review
View Profile
Oct 2024
Schedule Meeting
Mon
02
Tue
03
Wed
04
Thu
05
Fri
06
Sat
07
10:00AM to 11:00AM - Today
Financial Planning with Cecelia Water
Join
4:00PM to 5:00PM - Today
Catchup Meeting with Cecelia Waters
Accounts
2/5
open a new account
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Analytics Snapshot
January 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
5
Inactive Accounts
1
Search for clients or actions
All Clients
/
Cecilia Waters
Good morning, Andy!
Welcome to your dashboard
Advice
Stay updated with what’s going on within the Clients life
Meet
Stay updated with what’s going on within the Clients life
Grow
Stay updated with what’s going on within the Clients life
Search for clients or actions
Advice
Meet
Grow
Clients
842
Tasks
Time Sensitive Tasks
Account Maintenance Tasks
High Priority Tasks
This Month
RMDs Applicable
Cecilia Waters
2 Accounts
Proceed
Due in 1 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Raise Cash
Paul Cooper
Account *1234
Proceed
Due in 7 Days
Search for clients or actions
Advice Dashboard
Jan 01 - Feb 01, 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
35
10%
vs last month
Total New Accounts
10
10%
vs last month
Total Accounts Closed
10
10%
vs last month
Advice
Meet
Grow
Clients
842
High Priority Tasks
All
RMDs Applicable
All Accounts
proceed
Due in 3 Days
Pending Funding
Account *1234
Account *1235
Account *1235
proceed
Due in 10 Days
Raise Cash
Account *1234
Account *1235
proceed
Due in 17 Days
Cecilia Waters
cecilia@gmail.com
929-721-9854
Log Annual Review
View Profile
Oct 2024
Schedule Meeting
Mon
02
Tue
03
Wed
04
Thu
05
Fri
06
Sat
07
10:00AM to 11:00AM - Today
Financial Planning with Cecelia Water
Join
4:00PM to 5:00PM - Today
Catchup Meeting with Cecelia Waters
Accounts
2/5
open a new account
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Analytics Snapshot
January 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
5
Inactive Accounts
1
Search for clients or actions
All Clients
/
Cecilia Waters
Good morning, Andy!
Welcome to your dashboard
Advice
Stay updated with what’s going on within the Clients life
Meet
Stay updated with what’s going on within the Clients life
Grow
Stay updated with what’s going on within the Clients life
Search for clients or actions
Advice
Meet
Grow
Clients
842
Tasks
Time Sensitive Tasks
Account Maintenance Tasks
High Priority Tasks
This Month
RMDs Applicable
Cecilia Waters
2 Accounts
Proceed
Due in 1 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Annual Reviews
Jack Blue
All Accounts
Proceed
Due in 3 Days
Raise Cash
Paul Cooper
Account *1234
Proceed
Due in 7 Days
Search for clients or actions
Advice Dashboard
Jan 01 - Feb 01, 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
35
10%
vs last month
Total New Accounts
10
10%
vs last month
Total Accounts Closed
10
10%
vs last month
Advice
Meet
Grow
Clients
842
High Priority Tasks
All
RMDs Applicable
All Accounts
proceed
Due in 3 Days
Pending Funding
Account *1234
Account *1235
Account *1235
proceed
Due in 10 Days
Raise Cash
Account *1234
Account *1235
proceed
Due in 17 Days
Cecilia Waters
cecilia@gmail.com
929-721-9854
Log Annual Review
View Profile
Oct 2024
Schedule Meeting
Mon
02
Tue
03
Wed
04
Thu
05
Fri
06
Sat
07
10:00AM to 11:00AM - Today
Financial Planning with Cecelia Water
Join
4:00PM to 5:00PM - Today
Catchup Meeting with Cecelia Waters
Accounts
2/5
open a new account
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Account *1234
Individual
Digital Advice Pro
Vanguard S&P 60/40
Portfolio
$100,000
Balance
YTD
4%
Analytics Snapshot
January 2024
Total AUM
$850,000.10
20%
vs last month
Total Accounts
5
Inactive Accounts
1
Search for clients or actions
All Clients
/
Cecilia Waters
Let's Connect
Let's Connect
Let's Connect
Like what you saw? Don’t be a stranger—let’s talk design.
Like what you saw? Don’t be a stranger—let’s talk design.
Like what you saw? Don’t be a stranger—let’s talk design.
Contact me for full time roles, freelance projects or just to say Hi!
You can also contact me via
+91 8128452388
tanishabhanot@gmail.com
Contact me for full time roles, freelance projects or just to say Hi!
You can also contact me via
+91 8128452388
tanishabhanot@gmail.com
Contact me for full time roles, freelance projects or just to say Hi!
You can also contact me via
+91 8128452388
tanishabhanot@gmail.com
No clear view of top and bottom clients
Advisors struggled to quickly identify their best-performing clients and those who needed extra attention.
Scattered tasks and updates
There was no centralized list to track pending actions, making it harder to stay organized.
Lack of emphasis on critical tasks
Time-sensitive and compliance-related activities often got lost in the shuffle, increasing the risk of missed deadlines.