role
Lead UI/UX Designer
Timeline
2021-2022
Skills
Visual design
Product thinking
Tools
Figma
The Struggle
RFG Advisory was born from the challenges financial advisors face in a traditional industry.
The Goal
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.
This ensures advisors have the tools and resources to excel in their roles effectively.
Role
I 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.
Client
Me
Information Architecture
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.
Legend
Pages
Colors
RFG Blue
18.45 AAA
AAA
1.14
R50
#e6f2fa
rgb(230, 242, 250)
12.02 AAA
AAA
1.75
R75
#97cbe8
rgb(151, 203, 232)
9.31 AAA
AAA
2.25
R100
#6cb5df
rgb(108, 181, 223)
6.39 AAA
AA
3.29 AA
R200
#2c96d1
rgb(44, 150, 209)
4.92 AAA
AA
4.27 AA
R300
#0180c8
rgb(1, 128, 200)
2.84
7.39 AAA
AAA
R400
#015a8c
rgb(1, 90, 140)
2.37
8.85 AAA
AAA
R500
#014e7a
rgb(1, 78, 122)
Neutrals
18.57 AAA
AAA
1.13
N50
#f0f1f2
rgb(240, 241, 242)
12.14 AAA
AAA
1.73
N75
#c2c5cb
rgb(194, 197, 203)
9.33 AAA
AAA
2.25
N100
#a9adb5
rgb(169, 173, 181)
6.06 AAA
AA
3.47 AA
N200
#848a96
rgb(132, 138, 150)
4.34 AA
4.83 AAA
AA
N300
#6b7280
rgb(107, 114, 128)
2.59
8.09 AAA
AAA
N400
#4b505a
rgb(75, 80, 90)
2.21
9.50 AAA
AAA
N500
#41464e
rgb(65, 70, 78)
Semantic Colors
Success
#059669
rgb(5, 150, 105)
Error
#dc2626
rgb(220, 38, 38)
Warning
#dda109
rgb(221, 161, 9)
Typography
Inter
ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
1234567890
Inter is a variable font family carefully crafted & designed for computer screens.
Inter features a tall x-height to aid in readability of mixed-case and lower-case text. Several OpenType features are provided as well, like contextual alternates that adjusts punctuation depending on the shape of surrounding glyphs, slashed zero for when you need to disambiguate "0" from "o", tabular numbers, etc.
Deliverables
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.
Hi-Fi Wireframe
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