Assetplus is a fintech platform for investment in mutual funds. Customers can invest using their mobile app or website. Assetplus has also built a very strong tool for fund managers to manage the investments for their clients, and I worked with their team on re-designing this product. It’s a desktop only tool which allows the managers to review, process and manage crores of rupees for thousands of clients easily.
Assetplus Partner Dashboard
Audit of the Old UI
Seen below are the old user interface previews for this product. The first step was to deeply audit each and every section to figure out the nature of intervention, the primary, secondary and tertiary problem areas as well as the shortcomings of the old product. A deep audit of these screens allowed us to chart a way forward in re-designing the interface to solve the core issues.
Design of the New UI
The new interface solves a lot of issues in the product:
- The navigation is easier, simpler and better structured to reach all the parts of the product
- The visual design is modern, clean and straight-forward, as the product has to work seamlessly with young fund managers as well as old ones who find complicated interfaces challenging.
- The typography system allows for clear hierarchy, distinct highlights and strong actionables.
Overall, the new design solved for all the shortcomings of the old interface and more.
Welcome Screens
These screens allow for sign-up of new advisors before they can be onboarded.
Onboarding and Activation
Once the advisors are signed up and their account made, they can start adding new clients and activating them to start managing their funds.
Primary Dashboard
The primary dashboard allows the advisors to get a bird’s eye view on all their clients, the important actions, statistics as well as track reminders, events and notes.
Client Dashboard
The client dashboard is the most elaborate section of the product, where the advisor spends most amount of their time. This is the place to manage each and every client, make investments for them, prepare plans, chart out goals, look at their statistics, do comparisons etc.
Research, Stats and Reports
These sections allow for going through research documentation prepared by Assetplus team, look at overall statistics as well as various drill-downs and generate various reports for various clients.
