Balancing business priorities, regulatory requirements, and complex workflows
An advisor-facing wealth management platform
Wealthscape is Fidelity’s advisor-facing brokerage platform, supporting registered investment advisors and other financial institutions with tools for account management, onboarding, trading, money movement, reporting, and more. I focused on simplifying complex workflows while working within the requirements of a highly regulated financial environment.
I partnered with product managers, business analysts, developers, and compliance partners to translate complex business and regulatory requirements into user flows, wireframes, and interactive prototypes. My work balanced business priorities and technical constraints to create clearer, more usable experiences for advisors.
I also worked on the Wealthscape Mobile experience, designing for advisors who need secure access to client account information while away from their desktop. Wealthscape Mobile enables advisors to view positions, balances, and activity, deposit checks, and manage client accounts from anywhere.
