Navigato ReDesign
An advanced advisory tool for wealth management that helps financial advisors generate structural analyses and client reports.
Client
MicroPlan GmbH
Type
UI/UX Design
Year
2024
Overview
NAVIGATO is an advanced advisory tool designed for wealth management. It enables financial advisors to quickly generate comprehensive structural analyses, including risk profiling, private balance sheets, and stress tests for affluent clients.
The platform also offers cross-selling opportunities by incorporating topics like estate planning, real estate, and wealth succession into client reports.
Process
I collaborated with Micro-Plan’s project management, stakeholders, and developers to ensure the tool met the specific needs of wealth management advisors.
We started with wireframes to visualize the core functionalities of the tool and iterated based on feedback from stakeholders and financial experts.
The design focused on creating easy-to-navigate user flows and visually accessible interfaces, prioritizing ease of use for financial advisors.
Outcome
The final product successfully delivered a comprehensive, user-friendly platform that allows advisors to provide tailored wealth management advice.
The addition of sustainable investment options further aligns the platform with current market trends, positioning Micro-Plan as a forward-thinking company in the wealth management industry.
