• UXL | User Experience Lab

Collaborative Financial Planning Tool

Our Tier One Investment Bank client came to us with an interesting challenge: Can we design an easy-to-use, collaborative tool to help Financial Advisors initiate a planning conversation with their clients? Over 8 weeks, we facilitated work sessions with business and technology teams to pair down data points and streamline the workflow needed to provide clients with a meaningful recommendation. The result was a concept for a mobile-friendly interface to the existing platform that is intuitive, compelling and highly interactive. By manipulating plan data, the user can see the results in real time in the form of various graphs and stats. An optimized investment model is recommended, which can be customized and saved for future use.


Our design removes most barriers at the beginning of the process; As the tool is launches, actual data – or reasonable assumptions – are prepopulated. These few key inputs can be adjusted, preventing users from having to do time-consuming data input from scratch.


Another design goal was to provide transparency and fine control over the plan. As the user manipulates the data, the projection visualizations are updated in real time.


Our design included a variety of visualizations an Advisor might use to discuss how the proposed approach might compare to the current portfolio in a range of market conditions. We aimed to keep them simple enough to take in at a glance, while still reflecting some of the complexities in planning, such as a range of possible outcomes.

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