WealthTeamWork
Family Office Platform for Financial Advisors
WealthTeamWork is a web and mobile platform that helps independent financial advisors and the households they serve manage financial records collaboratively. It enables households to organize documents, communicate with advisors, and track net worth in one centralized space.
With tools like secure messaging, task assignments, and record comments, WealthTeamWork streamlines financial organization and fosters collaboration, empowering households to manage their financial future confidently.
Company
WealthTeamWork
My Role
Lead Product Designer
Industry
Financial Technology
Year
2025
My Role as Lead Product Designer
As Lead Product Designer at WealthTeamWork, I transformed a disorganized, developer-built platform into a structured, user-friendly experience for financial advisors and households. My work included:
Redesigning the UX/UI from the ground up to create a seamless, intuitive experience
Building a scalable design system to ensure consistency across web and mobile
Applying new branding guidelines to align visuals with the platform’s mission
Improving navigation and workflows to boost usability and efficiency
Collaborating with developers, PMs, and leadership to ensure smooth implementation
This was more than a visual update—it was a complete UX overhaul that empowered users to manage their financial lives with confidence.
Design Question
How can we transform WealthTeamWork’s web and mobile platform into a cohesive, user-friendly experience that aligns with new branding guidelines, improves usability, and provides a seamless workflow for financial advisors and households?
Navigating Limited Data
Early in the redesign, we launched a user survey to gather insights, but the small user base didn’t yield enough meaningful responses. This challenge required us to shift our research strategy to stay on track.
Fortunately, one of the startup’s co-founders—an independent financial advisor—offered valuable insight into the needs and behaviors of our target users. With his input, we created detailed personas representing key user groups, which guided our design decisions and kept us focused on real user needs.
Although the survey fell short, we stayed committed to feedback and planned user reviews before launch to validate our choices and refine the experience.
Meet Our Users
Where the Old Design Fell Short
The original WealthTeamWork platform had several key issues that hindered usability:
Chaotic Styling: Inconsistent CSS and mismatched elements led to a disjointed, unpolished look.
Lack of Optimization for Laptop Screens: The site was only properly displayed on large desktops, leaving users with smaller screens, including laptops, struggling with broken layouts.
Confusing Navigation: The platform lacked intuitive pathways, making it difficult for users to find what they needed.
Information Overload: Too much information was shown at once, overwhelming users and making it hard to focus on key tasks.
These pain points highlighted the need for a clean, user-friendly redesign focused on consistency, clarity, and responsiveness.
New Look, New Feel
The branding overhaul was the starting point of the WealthTeamWork redesign, setting the foundation for the entire application refresh. We moved away from the traditional, overly corporate look common in finance apps and gave the brand a modern, tech-forward identity. Fonts, colors, and a new logo were chosen to convey innovation, trust, and approachability.
The new logo incorporates yin and yang symbolism to represent balance—a core principle in personal finance. The growing stroke weight symbolizes growth, and the circular pattern evokes continuous improvement and financial progress.
This branding redesign established a cohesive, modern identity that paved the way for the application’s visual and functional overhaul.
Laying the Groundwork
I decided to start the redesign with the web version of the application, as most of our users primarily engaged with the platform through their desktops. The mobile version would follow secondarily.
The main goal of our low-fidelity wireframes was to establish the overall structure of the app, focusing on navigation as the critical element to refine. We opted for a two-tiered navigation system to simplify the user experience and ensure ease of access to important features.
Top Horizontal Navigation: This tier would house user-related items like household selection, administrator functions, and profile settings.
Vertical Side Navigation: This would display household-specific options, such as Overview, Net Worth, Activity, and Record Categories (e.g., taxes, business, real estate) for the selected household.
This structure allowed us to keep global and household-specific actions clearly separated, helping users navigate the app efficiently and intuitively.
Navigation
Household Overview
Record Views
Design System Foundations
To bring visual and functional cohesion to the platform, I created a custom design system grounded in the MUI design system template. This foundation allowed me to quickly establish scalable, reusable components—buttons, inputs, modals, tables, and more—that aligned with our branding and improved cross-platform consistency. With this system in place, we were able to streamline the transition into mid-fidelity wireframes, ensuring that design decisions remained consistent and developer-friendly throughout the process.
Building on the Foundation
With the low-fidelity wireframes establishing the overall structure and navigation for the new WealthTeamWork application, we moved on to building out the mid-fidelity wireframes. These designs allowed us to refine the core features and start introducing more detailed elements.
Household Overview
Chat Feature
Record Categories
Record View
The End of the Road: Project Unfinished
In the midst of mid-fidelity wireframing, the startup's employees were informed that the company would be suspending operations. Unfortunately, this meant that we were never able to finish the redesign.
Several important features were still in progress, including:
A redesigned mobile application for iOS and Android.
A comprehensive resource for financial literacy and education, aimed at equipping users with the knowledge to make informed financial decisions.
An overhauled onboarding flow that would simplify user registration and help users easily navigate the platform's key features.
Streamlined user management processes for both financial advisors and household leaders, making it easier to manage accounts, assign tasks, and track progress.
Although the redesigned platform was not developed, my work helped establish a strong design foundation for future development. I implemented a scalable design system based on the MUI framework, customizing it to align with the brand and product needs. This system brought consistency, efficiency, and clarity to the interface — significantly improving design-developer communication and reducing ambiguity during handoff.
Collaborating closely with the co-founders and stakeholders, I defined key user journeys and restructured the experience to better support advisor-household collaboration. While the mobile designs were still in progress, the web redesign was well-received internally for its improved clarity, usability, and alignment with user goals.
This project strengthened my skills in systematizing design decisions, working within constraints, and driving UX improvements even in an early-stage product. It also reinforced the value of flexible, component-based design, especially in fast-moving startup environments.