Overview

The LIQID Client Dashboard project was designed to provide clients with a comprehensive, user-friendly platform for managing and monitoring their investments. By integrating diverse financial data sources into one consolidated view, the dashboard enables clients to access real-time performance metrics, asset allocations, and personalized content.

The goal was to create a user-centric, scalable solution that allows for informed decision-making and improved investment management.

CLIENT

LIQID

YEAR

2019-2021

ROLE

Product Designer

Problem Statement

Previous systems for managing client portfolios lacked the flexibility, scalability, and ease of use that modern investors demand. Clients needed a centralized, intuitive platform to view and manage their diversified investments effectively.

Project Goals:

Build a comprehensive, real-time dashboard to centralize all client investment data.
Enhance user experience by providing detailed insights into portfolio performance, asset allocation, and market trends.

Create an easy-to-use platform that enables clients to make informed decisions without friction or complexity.

Design Process

Research & Discovery

Market research revealed key pain points and expectations from clients:

A demand for seamless, real-time access to portfolio data.

Clients desire an intuitive, clean interface to track performance and asset allocation.

A preference for detailed performance metrics and interactive charting tools to assess investments over time.

These insights guided the design process, ensuring that the platform catered specifically to these needs and exceeded user expectations.

Ideation & Strategy

The design focused on delivering a scalable, user-friendly experience by:

Aggregating all investment data into a single, easily navigable interface.
Providing detailed portfolio insights with interactive elements such as performance metrics, asset allocation, and trend analyses.
Ensuring flexibility and customization to cater to the diverse needs of HNWIs.

Two primary personas were developed to guide the design:

High Net Worth Individuals

Seeking a robust, transparent, and real-time view of their investments, with the ability to analyze detailed performance data and make informed decisions.

Key Features Designed

At-a-Glance Overview
A consolidated view of investments, aggregated performance metrics, and personalized content like magazine articles and quarterly reports.
Detailed Portfolio Insights
Offering rich, interactive data visualizations, performance KPIs, asset allocation breakdowns, and reporting carousels.

Interactive Charts & Analytics
‍Clients can drill into charts and graphs to explore specific performance trends and asset distributions.
User-Centric Interface
Designed for intuitive navigation, ensuring clients can easily access and interpret complex data without confusion.

Prototypes were developed and tested to ensure that each component was both functional and aesthetically aligned with LIQID's premium brand identity.

Testing & Iteration

The dashboard underwent multiple rounds of user testing to validate:

The clarity and usefulness of the dashboard’s design.
The responsiveness of the platform, ensuring real-time data synchronization.
The ease of use and intuitiveness of interactive features like asset allocation charts and performance KPIs.

Frequent iterations were based on client feedback and internal testing, leading to a seamless final product.

Results & Impact

The FINVIA Mobile App delivered measurable success both internally and among clients:

Increased client engagement, clients accessing the dashboard regularly for portfolio insights and updates.

Reduction in client support inquiries, as clients now had access to all the information they needed in a self-service format.

High client satisfaction scores, particularly regarding the platform's transparency, real-time updates, and intuitive user interface.

Enhanced scalability of LIQID’s wealth management services, enabling the firm to serve a growing number of clients without compromising service quality.

The LIQID Client Dashboard positioned the company as a leader in digital wealth management, delivering a cutting-edge, data-driven solution that transformed the client experience.

LIQID Client Dashboard