The StruggleRFG Advisory was born from the challenges financial advisors face in a traditional industry.
It tackles the need for transparency, innovation, and adaptability, transforming obstacles into opportunities through technology and client-focused strategies.
The GoalThis ensures advisors have the tools and resources to excel in their roles effectively.
To design a user-centric platform for RFG Advisory advisors that enables seamless monitoring of key metrics, such as Assets Under Management, Total Revenue, Top Clients, and Upcoming Events, while fostering professional growth through the RFG Masterclass.
RoleI independently managed all aspects of the project, including ideation, wireframing, and creating the final UI/UX designs. Collaboration with the client ensured that the outcomes aligned with their vision and objectives, producing a user-focused and impactful design.
Information ArchitecturePlatform Structure
The platform organizes essential tools for advisors, including sections for tracking Assets Under Management, Total Revenue, Top Clients, and Events. It also integrates the RFG Masterclass, providing accessible financial learning resources within a clear and efficient structure.
LEGENDPages
Navigation links
Page sections
CTAs
UI Pages Designed
I designed intuitive UI pages for RFG Advisory, including a dashboard for key insights, modules for learning resources, client management tools, a content library for organized resources, reporting for performance analytics, and a springboard for personalized workflows.
