Overview
Advizr (acquired by Orion Advisor Services in August 2019) is a revolutionizing financial wellness and is known for its smooth interface and impressively intuitive user experience. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.
Challenge
Build a interface the user can insert their expenses daily and have the vision of how much money they still have available for the month. Thus balancing revenues and expenses. They can enter the daily expenses and that generating reports with charts can help the user to have a better understanding of their financial life.
Solution
The budget is displayed on a card in the main screen and after looking at it, the person can click to check that she/he read.
The app calculates the average spending in a category and create a budget based on spending patterns, then generate tips about how much is needed to stay on the budget.
My contribution
Product strategy User research Product design
The team
1 × product manager 1 × UI designers 2 × engineers 1 × researcher
Year
2019
Research
Together with our product managers and engineers, I’m working on workflows that help users take actions efficiently to solve issues and improve their way of on boarding. I’ve also been designing various dashboard features and data visualizations in Financial Performance, Pricing, Assortment, Inventory, Marketing and Customer insights and contributing to the design system.
- Designed and deliver wireframes and mockups optimized for mobile and desktop interfaces
- Simplified complicated processes and concepts into simple, intuitive user flows and interfaces to take control of their financial wellness
- Adhered to design system and brand guidelines, ensuring a consistent look and feel of the brand throughout the product
- Partnered closely with multi-disciplinary teams, including product manager and developer to find practical solutions