Design Story
Problem to product.
Six clients. Three devices. One deployed system.
"No tool adapted to who the client actually was."
Private wealth management had sophisticated clients and unsophisticated tools. WealthView closes that gap — across every screen.
⚠️Before
Fragmented wealth-management tools.
Same view for everyone.
Same view for everyone.
Static dashboards built for one persona
Data buried in 7+ separate apps
No mobile-first experience
Advisor briefs done by hand
✨WealthView
One adaptive system.
Six profile-aware views.
Six profile-aware views.
UI adapts to client AUM & archetype
Unified Portfolio · Tax · Goals · Reports
Web · Tablet · Mobile, one codebase
AI advisor brief on every screen
Equity
48%
Fixed Inc
22%
Sharpe
1.24
One platform. Six clients.
⚡
Tech Founder
$14.5M
Liquidity · Tax
🏛
Mgmt Partner
$92M
Estate · Carry
🌿
Family Office
$480M
Multi-gen · Philanthropy
💎
Ultra HNW
$24.7M
Custodians · Risk
🚀
Billionaire
$3.8B
Alts · Bespoke
👑
Sovereign
$2.1T
Macro · Geopolitical
One system. Three devices.
Toggle the picker above to see each live.
Desktop
Tested on
macOS
Windows
Linux
Good morning, Morgan.
✦ AI BRIEF
Navigation3-column. 7 views, zero clicks.
DensityKPIs · chart · AI brief above the fold.
Right RailAllocation + market pulse, live per profile.
Tablet
Tested on
iPadOS
Android
Surface
Good morning, Morgan.
✦ AI BRIEF
Layout2-column. Right rail folds.
Touch44px targets throughout.
CoverageAll 7 views still accessible.
Mobile
Tested on
iOS
Android
Web
9:41
Hi, Morgan.
✦ AI BRIEF
Total AUM
$24.7M
↑ +3.2% YTD
NavigationBottom tab bar. 5 views, one thumb.
Hero AUMNumber + delta + action above the fold.
AI FirstAdvisor brief on every screen load.
The Process
Discover → Frame → Wireframe → Design → Live → Brand
Step 01
🔍
Discover
6 wealth archetypes. Mapped through human-centered research & competitive audit of Fidelity, Schwab, JPM.
⚡
Tech Founder
$14.5M
🏛
Mgmt Partner
$92M
💎
Ultra HNW
$24.7M
🌿
Family Office
$480M
🚀
Billionaire
$3.8B
👑
Sovereign
$2.1T
Step 02
🎯
Frame
One data layer → 6 profile-adaptive views. Density for analysts, clarity for clients. No separate products.
One data layer · two emphasis modes
📊
Analyst view
DENSE
P/E18.4
Beta0.82
Sharpe1.24
Vol·30d12.7%
same data
💎
Client view
CLEAR
$24.7M
↑ +3.2% YTD
Schedule advisor call →
Profile picker selects emphasis — codebase stays single-source.
Step 03
✏️
Wireframe
3 information-architecture models tested. Top nav broke on mobile. Tab bar overflowed. Left sidebar was the only one that held.
top nav broke on mobile
tab overflow at 7 views
Sidebar — ships on all 6 ✓
Step 04
🎨
Design
Full Figma design system. Every color passes web accessibility contrast standards (WCAG AA). Tokens map 1:1 to CSS — production never drifts from design.
Space GroteskDisplay / Headlines
IBM Plex SansBody / UI
IBM Plex MonoData / Labels
Primary Button
Ghost Button
Active Pill
Default Pill
☀ Light Mode Accessible ✓
☾ Dark Mode Accessible ✓
Step 05
🚀
Live
Deployed on edge infrastructure. 4 AI models. Not a prototype — a URL you can visit right now.
LIVE
Figma
✓
→
Build
✓
→
Edge Deploy
42ms
edge latency
0cold
starts
100%
design fidelity
A+
lighthouse
AI Fallback Chain
Granite
→
Llama
→
Qwen
→
Gemma
Step 06
◈
Brand Identity
The W×V lettermark. Two letterforms interlocked on a shared vertical axis — the W as the wide institutional base, the V descending through it as precision and forward view. Gold advances. Platinum recedes. A single mark that holds from 16px favicon to full-bleed print without an icon font in sight.
Light Mode
Gold #C9A84C
Platinum gradient
Platinum gradient
Dark Mode
Gold #E8C060
Platinum brightened
Platinum brightened
W — Wealth
The wide form. Platinum/silver gradient. Institutional weight — the data container, the foundation everything rests on.
V — View
The forward mark. Gold gradient. Insight cutting through data — the clarity and perspective the client came for.
Web. Tablet. Mobile. One system. Six profiles. $14.5M → $2.1T.
6 client archetypes
one design system
$14.5M → $2.1T
AUM range covered
3 platforms
Web, iOS, Android
Live
deployed and working right now