As a member of the UI design team for AssetMark's E-WealthManager 3.0 project, I was tasked with creating a new and improved user interface for the company's flagship tool for financial advisors. E-WealthManager 2.0 had been a reliable tool for years, but it was time for an update to make it even more user-friendly and efficient.

The process began by researching the needs of our target audience - financial industry professionals looking for a tool to help them and their clients make better investment decisions. From there, I created a series of Figma prototypes that detailed various user journeys and features, such as registration forms, creating and managing new clients, and assigning investment portfolios. These prototypes were handed over to the development team, with clear and detailed documentation to ensure that the final product met the project's requirements.The end result is part of E-WealthManager 3.0 (TBA), a tool that is not only more functional, but also more visually appealing.