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Financial Data Chart

Overview

Assetmark is a Fintech company that helps small advisor shops, generate and manage businesses as they grow. 

Their products help advisors, maintain optimized and lower cost portfolios. I worked with a design team on a set of screens focused on: fees, lead generation, portfolio structure, and overall portfolio management. 

My Roles

  • Product Designer

  • Researcher

  • Visual Designer

Deliverables

  • Wireframes

  • Visual Designs

  • Interactive Prototypes

  • UX Research

Tools

  • Figma

Visual Design

WealthBuilder Dashboard

On this screen, the financial advisor gets an all up view of their clients. They can sort their clients based on goals for a portfolio as well as risk factors.
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Image: Accounts Screen

WealthBuilder Wizard

This tool helps the advisor onboard new clients to their shop. Shown here are steps 1 to 4. 
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Create and Model Portfolio

This tool lets advisors plan and scale portfolios for changing client needs.
Here, the advisor can view assets and performance in the portfolio.

In addition, they can set their fee schedule. 
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Screen: Upside / Downside

This tool lets the advisor view the opportunity cost for pursuing different investment strategies for their client.
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Thank You

Copyright © 2026 - Joe Wahrhaftig, All rights reserved
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