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DISCIPLINE
CLIENT
TIMELINE
LOCATION
[ VERIFIED BUSINESS & TECHNICAL IMPACT ]
Client Portal
Adoption In first quarter
Support Tickets
Fewer "where's my statement" emails
AUM Onboarded
Via new digital intake flow
The Architectural Challenge
The firm's old site looked more like a personal blog than a wealth manager, and the client portal was a rebranded spreadsheet export — clients were losing confidence before they even logged in.
The Strategic Execution
Designed a quiet, document-led visual language (navy, bone white, one serif), a component-based dashboard with clear statement hierarchy, and a public site built in Framer to load instantly on the calls where trust is decided in the first eight seconds.
DELIVERABLE INVENTORY
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