The full financial picture

Hubconnect is a SaaS investment aggregation platform created to give financial advisors and their clients transparency and control over their investments.

Advisors are able to connect to multiple data sources, track performance, access reporting data, organise their clients, update and alert, and will soon be able to utilise financial planning tools, campaign managers, trading platforms, and reporting tools. These combined capabilities create a powerful tool that empowers financial advisers to deliver superior client outcomes.

Clients of these financial advisers also have access to an app tailored to their needs where they can keep track of their investments, transactions, and performance.

I was the lead UI designer on the project and was responsible for creating a custom design system that had full white-label support along with all the design and experience challenges of distilling fairly complex financial data to create a simple and easy to use platform.

This was accomplished by leveraging research and regular user testing with all persona types, ideating on wireframes and concepts to create a powerful, innovative yet easy to use application.