Advicefront - SaaS Product
Advicefront creates a better investment experience for both advisers and their clients. It spares advisers time for more clients while it provides an educative experience for clients in between meetings. 📈
Role: Designer and Product Owner
Company: Advicefront (full-time)
Responsible for: UX Design, Information Architecture, Visual Design, Design feasibility with development team and Roadmap planning with Management Team
Clients sign-up, build their financial plan based on their personal goals, they are then taken through a financial educative experience on the platform, until they are ready to accept an investment proposition from their adviser.
Plan dashboard, client's personal financial goals
Goal edition page
Client can experiment with all variables towards a set goal
Client List, the Adviser's dashboard
An overview for advisers of their clients, their goals and profiles
Advisers invite new clients so they can build a custom proposition. Advicefront helps guide clients to the next step, while saving up time on the adviser's agenda.
Messaging feature. Advisers and Clients can talk through messages, keeping every conversation registered for future reference.
Client's profile. A completed interactive profile seen by the adviser's side of the platform. If she receives a call he can add a detail to the system and the profile is updated.
Document sharing. All attachments throughout the investment process end up here, automatically, whether they are uploaded by the adviser or the client.
Client's profile, it's progress and latest activity
Investment proposition. Client can interact with the proposal by writing comments, adding attachments. Adviser answer back online or be prompt for the next meeting.