Solved.

We used an iterative wireframe approach to design and build a client portal that acts as the gateway between Stonehage Fleming Wealth Planning and their clients.

The portal gives clients access to ISA, pension and investment account valuations through a single dashboard. Also, if the client has approval, they can view the accounts of other family members alongside their own.

Personal financial plans, fund documentation, quarterly investment reports, market commentary, and correspondence outlining any advice given are all archived within the portal.

The responsive design ensures the experience works seamlessly across all digital devices.

MOBILE WIREFRAMES

TABLET WIREFRAMES

Lloyds Bank

The private banking problem.