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
DELIVERABLES
TOOLS
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.
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.
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.
Thank you
AssetMark Product Suite
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