Dashboard for Wealth Management Solution

  • Status: Closed
  • Prize: $250
  • Entries Received: 12

Contest Brief

finpension is a provider of retirement savings solutions. For the web application, we are looking for inputs regarding the UX in order to solve the following problems:

- A customer can have multiple investment portfolios. Therefore, the client should be able to select a portfolio, switch from one to another portfolio, add a portfolio and also choose a consolidated view. This is shown in the attached presentation on slide 1 just below the finpension logo on the top left (drop-down button with a plus sign). What would be a better approach for this functionality/navigation and where should it be positioned from an UX point of view?

- "Documents" and "Profile" don't belong to a specific portfolio but to the client. The profile information could be included in the navigation on the top right but where can documents be shown (see slide 2)? The top right navigation (shown in the example with "3a Vorsorgestiftung") is just one of several retirement solutions. Via this navigation, the customer can change to another product. Therefore, the profile information can be added there but the documents belong to the specific retirement solution (in this example "3a Vorsorgestiftung") and need to be shown somewhere else.

- The categories Allocation, Positions and Performance shown on page 1 should be shown on just one page called overview. How could this page/dashboard be designed (see example on page 3)?

- The design of the dashboard should be based on the CD/CI of the web presence (https://finpension.ch/en/3a/strategies/)

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Public Clarification Board

  • aliix7
    aliix7
    • 3 years ago

    hey, seems any of the entries are not satisfactory. I tried to give many designs and alternatives as per UX laws in #16 . if you didn't like anything please let me know ill be happy to do the changes. thanks and hope you have a good day.

    • 3 years ago
  • kdmedev
    kdmedev
    • 3 years ago

    Looks like the current entries aren't completely satisfactory. If you could give me some guidance on what you are looking for I can give you something much better than the current entries.

    • 3 years ago
  • dragnoir
    dragnoir
    • 3 years ago

    Greeting, please check #4

    • 3 years ago
  • prodesigner23
    prodesigner23
    • 3 years ago

    Hi, Please check entry #9 when you have time, thanks

    • 3 years ago

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