Designing for Private Wealth Management: Building Simple Products for Complex Portfolios

| Claudia Jones, Director of Product & Annmarie Akong, Senior Product Designer Product

High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products. Investors commonly complain that these products are text-heavy, lacking in visuals, and look dated, according to a JD Power study of wealth management mobile apps. Some exasperated advisors default to tracking clients’ holdings in spreadsheets. …