Asset & Wealth Management
Client
American Century Investment
Scope
Data Visualization Modular Frameworks Dashboard Analytics
Role
Product Design, User Research, Responsive UI, Prototyping
We built a refined, content-rich website for a boutique architecture firm, designed to communicate vision and craft while guiding prospective clients through their portfolio of residential and commercial projects.
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Challenge
How do you modernize a rigid, fragmented client dashboard to deliver real-time wealth metrics while maintaining clear readability across multiple devices?
Strategy
The final product features a highly scalable wealth interface and an optimized transactional query engine. Modernized Transaction Ledger I redesigned the Transaction History matrix into a clean, searchable database. Users can instantly filter past transactions by specific Account types, Transaction types, and Custom Date Ranges, or utilize a rapid text search for specific transactions. Mobile-First Grid Optimization On mobile viewports, the multi-column tables cleanly adapt into stacked, touch-friendly list components. Rather than forcing horizontal table panning, users receive key data points optimized for vertical thumb-scrolling.
Result
The upgraded dashboard directly improved client self-service and drove elevated investor retention.
