Client Portal

EnvestnetDirector / Designer2020–2022Web + mobile

A single client portal that brings UMP and Tamarac data together so clients can see their full financial picture.

Client portal dashboard on a laptop

The problem

The legacy portal showed little data, looked dated and didn't work on phones.

Limited data and insights
No charts or drill-downs
Weak links to planning, analytics and aggregation
No mobile support or advisor messaging
No way for firms to customize it

The legacy portal — BeforeThe legacy portal

Planning and net worth at a glance — AfterPlanning and net worth at a glance

How we did it

01Workshop
Led cross-functional brainstorming sessions.
02Prototype
Personalized demos and client feedback, early and often.
03Design for everyone
Accessibility as a core requirement from day one.
04Integrate
Planning, analytics and aggregation partners in one portal.

The work

Firms choose reports, widgets, themes and colors — ConfigurationFirms choose reports, widgets, themes and colors

Envestnet's first mobile-friendly product — MobileEnvestnet's first mobile-friendly product

Brainstorming with the cross-functional team — WorkshopsBrainstorming with the cross-functional team

Partner data brought into one portal — PartnersPartner data brought into one portal

Let's make something users love.

LinkedIn ↗ Resume ↓