RELIUS
AdvisorLab is a PCS-owned software at aimed at The legacy dashboard, lifted directly from the old system, was outdated and cluttered, slowing financial advisors down and making it difficult to access essential tools, client insights, and track progress.
UX SPOTLIGHT
The legacy dashboard, lifted directly from the old system, was outdated and cluttered, slowing financial advisors down and making it difficult to access essential tools, client insights, and track progress.
NO TASK PRIORITIZATION
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UNINTUITIVE NAVIGATION
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The CHALLENGE
To uncover pain points, I analyzed existing workflows and synthesized feedback from customer service records and advisor insights. The original dashboard provided too much information in an unstructured manner, while burying critical actions behind unintuitive workflows.
Cognitive Overload
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Fragmented Account Management
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MY ROLE
MY ROLE
To uncover pain points, I analyzed existing workflows and synthesized feedback from customer service records and advisor insights. The original dashboard provided too much information in an unstructured manner, while burying critical actions behind unintuitive workflows.
To uncover pain points, I analyzed existing workflows and synthesized feedback from customer service records and advisor insights. The original dashboard provided too much information in an unstructured manner, while burying critical actions behind unintuitive workflows.
To uncover pain points, I analyzed existing workflows and synthesized feedback from customer service records and advisor insights. The original dashboard provided too much information in an unstructured manner, while burying critical actions behind unintuitive workflows.
THE IMPACT
Who I designed for
68%
INCREASE IN WEBSITE TRAFFIC
21%
BOOST IN SOCIAL MEDIA FOLLOWERS
30%
UPLIFT IN PRODUCT SALES
It’s all about the
users
Who I designed for
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Support Staff/ Coordinators
Tertiary
I use the dashboard to oversee advisor performance and plan activity. I need visibility into trends, bottlenecks, and opportunities for coaching or business growth.
MANAGING FINANCIAL ADVISORS
Secondary
I rely on the dashboard daily to track leads, and monitor plans. I need quick insights, clear navigation, and efficient workflows to save time and improve client interactions.
INVESTING CLIENTS
Primary
THE APPROACH
The redesign was approached as both a simplification and a re-prioritization of the dashboard experience.
For each step (audit, hierarchy, prioritization, grouping, structuring), I will break it down into:
The Action
what I did
The Why
UX rationale behind it
The Value
how it helped users + business
INFORMATION AUDIT
ACTION: Cataloged every element across the dashboard, tagged content as high/medium/low value based on frequency of use and relevance.
WHY: Aligns with the heuristic of “visibility of system status” - users should immediately see what matters most.
VALUE: Cleared the clutter so the foundation was lean and meaningful.
GROUPING INTO CATEGORIES
ACTION: Cataloged every element across the dashboard, tagged content as high/medium/low value based on frequency of use and relevance.
WHY: Aligns with the heuristic of “visibility of system status” - users should immediately see what matters most.
VALUE: Cleared the clutter so the foundation was lean and meaningful.
Delivery
Action: Cataloged every element across the dashboard, tagged content as high/medium/low value based on frequency of use and relevance.
Why: Visibility of system status - users should immediately see what matters most.
Value: Cleared the clutter so the foundation was lean and meaningful.
Delivery
Action: Cataloged every element across the dashboard, tagged content as high/medium/low value based on frequency of use and relevance.
Why: Aligns with the heuristic of “visibility of system status” - users should immediately see what matters most.
Value: Cleared the clutter so the foundation was lean and meaningful.
Why this matters
The dashboard was intended to be a central hub: a place to track balances, review investment performance, take action on accounts, and learn about retirement policies.
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Translating into Design
Redesigning the customer-facing dashboard wasn’t just about making things cleaner; it was about aligning user pain points to tangible design decisions. Each part of the dashboard reflects the result of one or more steps in my design approach.
Understanding the
Existing Dashboard vs The Client Hub
Surfacing essential insights upfront in this new overview section, clients gain both confidence and stronger trust in the platform.
1. Account Overview
Performance indicators (such as growth trends or percentage change) provide immediate insight into how their investments are doing.
Clients can view the status of all their accounts at once and switch effortlessly between them for a deep dive
Distinct personalized CTAs for each account helps the client independently manage their accounts
I prioritized centralizing balance information as that is one of the most valuable piece of information to the user.
Surfacing relevant financial market data to provide essential context to users on how their investments are performing across time periods.
2. Save/ Invest/ Retire
The original cards weren’t clearly labeled or connected to a task flow. They existed as standalone elements with vague titles, and the order placed “Retire on Time” first, followed by “Invest” and then “Save.” This sequence felt disconnected from how clients actually approached their financial planning.
Overview of what the most recent contribution was and how much they are set to save at year end
Breakdown of investment performance by accounts and over a period of time to track progress and make future decisions
Follow up with retirement goals to make sure users are on track and simultaneously make changes if necessary
Comparison of their goals with individuals of same income level to see where they stand
Clear and concise CTAs to establish task clarity and avoid ambiguity during task initiation
A comprehensive retirement savings calculator to project retirement income and recommend any adjustments to help users reach their retirement goals
3. Activity/ Resources
The lower section of the dashboard was fragmented. A generic Recent Activity card surfaced updates without context, while a promotional banner encouraged clients to “invest more.” Neither element supported clients’ actual goals. The activity card forced users to cross-reference updates against accounts manually, and the banner felt more like a sales push than a tool for guidance.
Articles to provide information about banking services and how they can be used in the context of retirement planning
Collection of articles on topics that are most searched by users or that provide foundational knowledge about the basics of investing
Performance indicators (such as growth trends or percentage change) provide immediate insight into how their investments are doing.
The Learn section aims at removing the anxiety that comes with knowing enough to make inormed financial decisions. This section helps users dig deeper into some of their retirement concerns while learning about the foundations of personal finances.