CASE STUDY 05 - FINTECH DESIGNS
AssetMark
Designing advisor tools for portfolio generation, fee management, and client onboarding — supporting small shops as they scale.
INTERACTION DESIGN
UI
VISUAL DESIGN
FINTECH
FIGMA
ROLE
Product Designer
Researcher
Visual Designer
DELIVERABLES
Wireframes
Visual Designs
Interactive Prototypes
UX Research
TOOLS
Figma
OVERVIEW
Empowering Financial Advisors
AssetMark is a fintech company that helps small advisor shops generate and manage their businesses as they grow. Their products help advisors maintain optimized, lower-cost portfolios. I worked with a design team on screens focused on fees, lead generation, portfolio structure, and overall portfolio management.
VISUAL DESIGN
WealthBuilder Dashboard
The financial advisor's all-up view of their client base. Advisors can sort clients by portfolio goals and risk factors to quickly prioritize their work.
WealthBuilder — Accounts Screen
VISUAL DESIGN
WealthBuilder Wizard
A step-by-step onboarding tool that helps advisors bring new clients into their shop. Shown here across steps 1 through 4.
WealthBuilder Wizard — Onboarding Clients Steps 1 - 4
VISUAL DESIGN
Create & Model Portfolio
A planning tool that lets advisors model and scale portfolios for shifting client needs — with asset and performance views alongside fee schedule controls.
Portfolio Editor — Asset View & Fee Schedule
Thank you
AssetMark Product Suite
© 2026 Joe Wahrhaftig. All rights reserved.