Overview

The FINVIA Wealth Navigator is a sophisticated digital tool designed to streamline and elevate the wealth management experience for both advisors and Ultra High Net Worth Individuals (UHNWIs). By integrating both liquid and illiquid assets into comprehensive financial analyses and strategic asset allocation proposals, it empowers FINVIA to deliver advanced, highly personalized investment advice.

This initiative supports FINVIA’s broader mission to set a new standard in personalized, technology-driven wealth management services.

CLIENT

FINVIA

YEAR

2021-2024

ROLE

Senior Product Designer

Problem Statement

Traditional wealth advisory processes are often fragmented, time-consuming, and highly manual—creating scalability challenges and inconsistencies in client service.

Project Goals:

Develop a scalable, standardized advisory tool to support internal teams.
Deliver detailed, easy-to-understand financial analysis and strategic asset allocation proposals.

Integrate liquid and illiquid assets into a unified, seamless advisory process.
Enhance the client experience through real-time, visually guided advisory sessions.

Design Process

Research & Discovery

Extensive market research and interviews with key stakeholders highlighted crucial needs:

Clients value holistic financial analyses that are simple, transparent, and visually engaging.

Advisors seek efficient, scalable tools that enhance the advisory experience without adding administrative burden.

Both advisors and clients demand real-time insights and dynamic, personalized proposals.

These insights informed every decision around the app’s feature set and design language.

Ideation & Strategy

The strategic vision for the FINVIA Wealth Navigator centered on:

Enabling advisors to generate tailored investment proposals that factor in a wide range of asset types.
Empowering family officers to conduct advisory sessions visually alongside clients, enhancing collaboration and transparency.
Streamlining complex financial information into easily digestible formats.

Two primary personas were developed to guide the design:

Family Officers

Professionals needing sophisticated yet efficient tools to deliver strategic advisory services.

UHNWIs

Clients expecting a high level of transparency, control, and personalization in their wealth management experience.

Key Features Designed

Depot Analysis Generation
A seamless tool for producing detailed financial analyses in collaboration with QI.
Strategic Asset Allocation Calculation
A comprehensive SAA Engine that supports dynamic, tailored investment strategies.
Interactive Dashboards and Visual Data Representations
‍Ensuring that financial data is easy to understand and actionable for both advisors and clients.

High-fidelity prototypes were developed, focusing on an elegant, intuitive design that facilitates smooth navigation and a collaborative advisory experience.

Testing & Iteration

Through iterative cycles of user testing:

Visual flows were optimized to ensure that both family officers and clients could intuitively navigate complex financial data.
Interactive elements were refined for clarity, ensuring data representations were both informative and accessible.
The proposal generation workflow was streamlined to minimize steps and reduce preparation time.

Regular feedback loops with advisors and clients ensured continuous alignment with real-world advisory needs.

Results & Impact

The FINVIA Wealth Navigator delivered significant operational and client-facing benefits:

Reduction in advisory preparation time, allowing advisors to serve more clients with higher quality.

Enhanced client satisfaction scores, particularly regarding transparency, personalization, and ease of understanding investment proposals.

Adoption by 100% of family officers, who cited improved efficiency and stronger client engagement during advisory sessions.

Increased client trust and participation, as more clients actively engaged in portfolio discussions facilitated by visual, real-time insights.

Strengthened FINVIA’s market differentiation, positioning the firm as a pioneer in technology-driven, client-centric wealth management services.

By seamlessly connecting advisors and clients through an intelligent, scalable platform, the FINVIA Wealth Navigator redefined the advisory process in line with modern wealth management demands.

FINVIA Wealth Navigator