Cutting-Edge Investment Experience
Scalable Growth Through Portfolio Innovation:
A leading wealth firm partnered with Fintex to reimagine its Investments site, creating a smarter, tool-driven platform that delivers faster insights and personalized market analysis for today’s advisors.
How do we transform a complex, outdated investments site into an intuitive platform that enables faster, smarter decisions?
The current investments website was in need of a comprehensive redesign to improve usability, streamline content, and introduce new tools. Advisors, business consultants, and clients were facing difficulties navigating the site due to outdated features, lack of personalized insights, and a non-intuitive content structure. The existing platform was not supporting the needs of its users effectively, limiting engagement and overall user satisfaction.
“This redesign was about more than modernizing a website; it was about building a smarter experience that empowers users act with clarity and confidence.”
Kumaran Sivasubramaniam, Fintex COO
A Unified, Scalable Portfolio Implementation Platform
Fintex revamped the website by enhancing existing content areas, introducing new tools, and restructuring the site map for a more intuitive, user-friendly experience. The goal was to deliver an optimized online experience that supports both Advisors and Business Consultants while providing the tools they need for effective portfolio management and market analysis.
Key Enhancements
- New dashboard experiences for Advisors and internal/external business consultants, providing quick access to relevant insights
- Improved alerts, monitoring, and notifications to stay updated on investments, articles, and resources
- Editable widgets for market indicators and news to allow users to customize their view based on personal preferences
- Enhanced fund compare and portfolio insights tools to offer better portfolio analysis and decision-making capabilities
- A dedicated experience for practice management, designed to streamline Advisor access to business management tools
- New tool for market scenario analysis overlaying scenario analysis on portfolios created, helping users visualize different market conditions and make informed decisions
A Comprehensive, User-Centric Platform
The new design received high praise from leaders and business consultants alike for its improved functionality and intuitive structure. With a fully clickable high-fidelity prototype in place, the redesigned website lays the groundwork for a more engaging and efficient platform. By focusing on user experience and adding powerful new tools, the site is better equipped to support the needs of Advisors and Consultants in managing portfolios and responding to market changes.
Mark Nicholson
Senior Vice President Client Experience, Marketing & Communications, Aviso