Generational Vault • Overview
Clients view, manage and securely share their investment portfolio managed by their independent financial advisor
Problem
The existing user flow redirected financial advisor’s client leads into the dashboard of their client portal without clear indication why or if additional actions are needed.
Solution
Users are prompted to complete setting up their profile through a progress tracker with specific instructions. Refreshed the design to utilize better visual hierarchy, targeted branding and accessible for an audience consisting mostly of seniors (55+).
