





Deposit Flow

Withdraw Flow

We updated are design system from the ground up to accommodate the various advisor brands.


Kevin Min
Gabriel Talavera, Jared Schilling,Katherine Eugenio, Matt Vo
Alex Chavez
The Client Portal acts as an important touchpoint between the investor and their advisor, while giving them the control to self-service tasks that would normally eat up an advisor's time. Investors will be using the Client Portal as their platform where they will be able to request cash transfers, view statements and documents, view historic transactions, monitor their account position, contact their advisor, and perform various account-related upkeep. The goal is to find a balance of allowing investors to self-service things that would normally eat up an advisor's time while still maintaining a relationship and a need for their advisor.
Deposit Flow
Withdraw Flow
We updated are design system from the ground up to accommodate the various advisor brands.