Challenge
Built beyond its original foundation
A portfolio analytics tool for financial sales professionals—built across two separate platforms with no shared design system and no unified workflows connecting them. The challenge was to bring it together into a coherent experience while building a foundation for future growth.
Work & Outcomes
Unify, then grow
I built and led the design team, managed client relationships, and contributed hands-on to complex UX problems and strategy work throughout the engagement.
- Design system — built a full design system for the new market intelligence section and expanded it into a unified visual language capable of bridging the legacy and new platforms
- Feature redesigns — led design across a set of new and updated features including PDF reports, expanded navigation, first-time use experiences, and modern flexible table formatting
- Growth strategy — at the close of the engagement, defined a framework and set of recommendations for expanding to home office advisor teams—expressed through user stories and annotated UI schematics covering new service models, expanded user controls, and bridging workflows