Portfolio model experience

I redesigned the portfolio model flow within the Farther’s wealth management platform, used by the wealth advisors and the advisors’ clients. As the lead designer, I worked with the CTO and 4 engineers for 4 weeks through an iterative process.

Problem

At the time, the portfolio model flow was clunky and hard to navigate, but is one of the most used flows for Advisors.

Hypothesis

If we simplify the steps, make data interactive, and include details for users to understand and select a portfolio model, users can make data-informed decisions, and we can increase Farther’s AUM (Assets Under Management).

Solution

Redesigned the portfolio model flow to make selecting portfolio model comprehensive for our Advisors and Clients to make data-informed investment decisions.

Outcome

42+ Advisors select portfolio models for their clients

3.7% increase in AUM since the update

The Designs

Essential portfolio model

Essential is the preferred portfolio for many Farther clients. Designed in partnership with our experts, it provides a well-diversified selection of securities that accommodate different levels of risk tolerance.

Custom portfolio models

Custom gives you more flexibility to shape your portfolio. Whether your finances are unique, complex, or simply evolving, it makes it easy to bring your assets together in one place.

Adding tags to custom portfolio

With a custom portfolio, you can choose whether it’s tax-exempt or taxable—so it’s set up in a way that works best for your client.

Check out other works

Farther Finance

Stockwell AI