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RFG Advisory

RFG Advisory

RFG Advisory

RFG Advisory is a financial planning and investment management firm offering personalized solutions to empower clients in achieving their financial goals. They provide expert services including wealth management, financial planning, and strategic investment advice, supported by a team of dedicated advisors and cutting-edge technology.

RFG Advisory is a financial planning and investment management firm offering personalized solutions to empower clients in achieving their financial goals. They provide expert services including wealth management, financial planning, and strategic investment advice, supported by a team of dedicated advisors and cutting-edge technology.

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.

It tackles the need for transparency, innovation, and adaptability, transforming obstacles into opportunities through technology and client-focused strategies.

It tackles the need for transparency, innovation, and adaptability, transforming obstacles into opportunities through technology and client-focused strategies.

The Goal

To design a user-centric platform for RFG Advisory advisors that enables seamless monitoring of key metrics, such as Assets Under ManagementTotal RevenueTop 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

Navigation links

Navigation links

Page sections

Page sections

CTAs

CTAs

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

Wanna collaborate with me?

  • GET IN TOUCH

    GET IN TOUCH

  • GET IN TOUCH

    GET IN TOUCH

Davao City, Philippines * open for relocation

labuanwarren@gmail.com

Thanks for visiting my site ♡

UPDATED FEB. 2025

Wanna collaborate with me?

  • GET IN TOUCH

    GET IN TOUCH

  • GET IN TOUCH

    GET IN TOUCH

Davao City, Philippines * open for relocation

labuanwarren@gmail.com

Wanna collaborate with me?

  • GET IN TOUCH

    GET IN TOUCH

  • GET IN TOUCH

    GET IN TOUCH

Davao City, Philippines * open for relocation

labuanwarren@gmail.com

Thanks for visiting my site ♡

UPDATED FEB. 2025