Envestnet, Inc. is a multi-billion dollar fintech company that develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management.
Envestnet aimed to improve their legacy Proposal tool with their Next Generation Proposal tool to create an experience that is easy to use and delight users. This is a web application where an advisor can create a financial proposal to prospect clients.
I worked collaboratively with fellow designers, product managers, and developers in an agile development cycle. I rapidly prototyped designs in Figma using our design system and iterated based on feedback from stakeholders. I used project management tools such as Jira and Confluence to manage and track my design tasks and requirements.
The Next Generation Proposal tool was launched to critical acclaim from financial advisors. It is now the go-to tool for advisors to create proposals for their clients.
I'm proud to have contributed to the Next Generation Proposal tool, a valuable resource for financial advisors that has improved the user experience for their clients. The lessons I learned from this experience will help me achieve similar results in the future.
Product Designer, in collab with product managers, developers, and other designers
I was tasked with designing a new progress bar for the Next Generation Proposal Tool. The goal was to create a progress bar that was both informative and easy to use. The progress bar needed to show users where they were in the process of creating a proposal and provide them with quick access to the tools they needed.
I designed a progress bar that is located at the top of the screen. The progress bar includes the following components:
The new progress bar was a hit with users. It was easy to understand and use, and it helped them track their progress and complete tasks more efficiently. It also blended seamlessly with the existing user interface, thanks to its consistent design.
The Import Holdings Project Modal Popup is a feature in the Next Generation Proposal Tool that allows users to import accounts from Client Central. This feature is useful for advisors who want to create proposals for clients who already have accounts with Envestnet.
The challenge was to design a modal popup that was both informative and easy to use. The popup needed to allow users to enter account numbers, search for accounts, and add accounts to their proposals. It also needed to be flexible enough to accommodate different scenarios, such as when no matches are found or when there are more than 10 accounts to choose from.
I designed a modal popup that includes the following components:
The Import Holdings Project Modal Popup has been well-received by users. They find it to be informative and easy to use. The popup helps users to quickly and easily add accounts to their proposals.
The IP Exceptions Project is a feature in the Next Generation Proposal Tool that allows users to add, remove, and edit Security Concentration exceptions. This feature is useful for advisors who want to create proposals for clients with specific needs, such as those who want to exclude certain securities from their portfolios.
The challenge was to design a user flow that was both informative and easy to use. The user flow needed to show users how to add, remove, and edit Security Concentration exceptions. It also needed to be flexible enough to accommodate different scenarios, such as when the user tries to add a security that is not already in the portfolio.
I designed a user flow that includes the following steps:
To remove an exception, the user simply clicks the "Remove" button next to the exception that they want to remove.
To edit an exception, the user clicks the "Edit" button next to the exception that they want to edit. The user can then change the security or the reason for the exception.
