Mackenzie Financial

Project

Mackenzie Financial Private Wealth, web based application.

Challenge

Introducing a new platform from Mackenzie Financial: a comprehensive wealth management program designed to cater to the unique needs of high-net-worth individuals and families. This user-friendly platform empowers financial advisors to collaborate closely with clients, develop personalized investment portfolios proposals replacing a paper based process, access specialized investments, and monitor and rebalance portfolios effectively.

Solution

Designed for financial advisors, this tool facilitates client meetings by enabling them to review and navigate the portfolio selection process digitally on a tablet. We prioritized creating a seamless experience at each step, optimizing the medium to effectively define investor profiles and offer tailored solutions based on client preferences. The experience is designed to address all critical financial aspects, empowering advisors to make informed decisions based on in-depth knowledge and a comprehensive range of wealth management services.

The primary goal of the portfolio planning platform is to streamline the investment proposal process. It generates a three-step proposal, including Client Profile, Recommended Portfolio, and Create Proposal. This organized structure enables Mackenzie Financial advisors to efficiently share and discuss proposals with clients, both in-person and remotely.

Role

• Art Direction
• Interface Design
• Partial UX