WealthSpectrum

At WealthSpectrum, I led the design of an AI-powered wealth management platform for Relationship Managers. I transformed complex financial data into intuitive dashboards, crafted seamless user flows, and built high-fidelity prototypes. My work enhanced portfolio management efficiency, improved client advisory, and drove platform adoption. This case study highlights my design approach, challenges solved, and impact on usability.

Industry

Wealth & Asset Management, AI Technology, Fin-tech

My Role

Sr. Product UX Designer

Key Outcome

40% increase in efficiency for RMs managing client portfolios. Higher user engagement with interactive AI-driven recommendations.

Positive stakeholder feedback, with WealthSpectrum being recognized for its superior user experience

WealthSpectrum Dashboard - Dark Mode — As of 2025

Background,

My Roles & Contributions

Background

WealthSpectrum is a sophisticated investment management platform aimed at empowering Relationship Managers with AI-driven insights to recommend optimal investment products based on a client’s portfolio. The challenge was to design a seamless, data-rich, and interactive experience that enables quick yet informed decision-making.

My Roles & Contributions

As the Senior Product Designer, I was responsible for:

Conducting in-depth user research to understand RM workflows and pain points.
Creating high-fidelity UI designs and interactive prototypes using Figma.
Designing key modules such as Portfolio Analysis, Order Management, Watchlist, and AI-driven Investment Recommendations.
Collaborating with developers to ensure seamless implementation of designs.
Iteratively refining the UX based on stakeholder and user feedback.

Challenges & Solutions

Complex Financial Data Representation

Challenge

WealthSpectrum needed to present large volumes of investment data in a digestible manner without overwhelming the user.

Solution

I introduced —

Interactive data visualization elements like dynamic charts and performance heatmaps.
A modular card-based design system for key metrics, allowing users to scan important data quickly.
Progressive disclosure techniques to reveal detailed insights only when necessary, reducing cognitive load.

AI-Driven Recommendations for Investment Decisions

Challenge

Relationship Managers required clear, actionable AI-driven investment recommendations without having to sift through raw analytics.

Solution

I designed —

A recommendation engine UI that provided AI-powered insights with justifications, helping RMs make informed decisions.
A seamless integration of AI-generated suggestions within the portfolio dashboard.
A confidence rating system for each recommendation, allowing RMs to gauge the AI’s reliability.

Streamlining Order Management & Execution

Challenge

The order management process was previously fragmented, requiring multiple steps and manual intervention.

Solution

Designed a centralized order execution panel with intuitive filtering options.
Implemented a one-click investment order placement system with real-time validation and risk assessment.
Introduced a visual order summary that highlighted key transaction details before confirmation.

Reach out to me

42, Pooja Bungalows, Nr. Sarthi Bungalows BRTS,

Opp. Ganthiya Rath, Adalaj Highway, Chandkheda,

Ahmedabad, GUJ 382424, India

stephenpaul189@gmail.com

+91-8733-916-014

Check my work

My Resumé