Velora

Platform for Financial Advisors

A comprehensive platform built to optimize the daily operations of financial advisors. The Platform provides a personalized dashboard for the advisors, to streamline workflows and improve efficiency, while a companion client app enables end-users to monitor their data, insights, and progress in real time.

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Challenge

Financial advisors often juggle multiple clients, reports, and performance metrics across scattered systems. The challenge was to design a single, intuitive platform that centralizes everything - saving time, reducing manual work, and improving clarity for both advisors and their clients.

Process

The project started with an in-depth review of recorded user interviews provided by the product manager, which offered valuable insights into the needs and daily routines of financial advisors. Based on these findings, I defined user flows, created detailed wireframes, and developed a clean design system focused on clarity and usability. The final design was handed off to an external developer for implementation, with accessibility and scalability in mind.

Outcome

The result includes a comprehensive platform for product managers and a companion mobile app for clients. The product is currently being rolled out to its first users, with upcoming user interviews planned to gather feedback and guide future iterations.

Plans for the future

The application has been launched as an MVP, focusing on core features that address the main user needs. Based on user feedback from the first release, future updates will include new functionality, refined interactions, and enhancements to improve overall usability and performance.

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