Investment Risk software designs for StratiFi Technologies

StratiFi equips financial advisors with advanced technology to offer a comprehensive view of a household's financial health.

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My role

Product Design Lead, Solo Designer, Product Manager: Led the design of the entire platform from the ground up and managed the development process.

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Target users

Financial advisors who use StratiFi software: Provide wealth management services to their clients

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Project goal

Visualized investment risk on a 1-to-10 scale along with relevant charts and tables, enabling financial advisors to create clear reports and explain risks effectively to their clients.

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Stakeholders

StratiFi team was a start up so the entire members were the stakeholders.

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User's goal

Continuously grow assets under management.

• Convert Prospects to Clients: Diagnose investment risks and returns, offering tailored solutions that address their needs.

• Maintain Client Satisfaction: Analyze and align current clients' investment risks with their risk tolerances, ensuring ongoing satisfaction.

• Mitigate Compliance Issues: Proactively address and resolve potential compliance challenges.

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Challenges/Retrospective

Biggest challenge was to create Graphic UI for the PRISM Rating. Given that this graphic UI will be the product’s core feature, multiple iterations were essential.

• How best to display the risk score?

  • In 1 to 10 scale.

• Should I incorporate a metaphor?

  • A metaphor can enhance end-client understanding of complex financial data.

• Which metaphor would be most effective?

  • Speedometer

• Should I use color gradients to indicate low to high risk?

  • Colors can be instrumental in conveying risk levels.

• Will the chosen metaphor and color scheme be accessible for colorblind users or in black-and-white mode?

  • It should be

• Will the graphic maintain its clarity and impact when included in printed reports?

  • It should be

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