Scaling account management across a growing enterprise ecosystem
As Wealthscape evolved, the account profile experience became increasingly fragmented across workflows, editing patterns, and user contexts. Advisors, operations teams, and service associates often navigated disconnected experiences to complete related account management tasks.
The redesign focused on restructuring workflows, hierarchy, and editing behaviors to create a more cohesive account management experience across advisor and investor workflows.
Reorganizing account management around operational workflows
Rather than treating the redesign as a visual refresh, the work focused on restructuring how information, navigation, and workflows were organized throughout the experience.
We explored multiple layout directions to better understand how hierarchy, navigation structure, and editing behaviors impacted usability across both investor and advisor experiences. A major focus was balancing simplicity with flexibility — creating workflows that felt approachable for investors while still supporting the depth and efficiency required by advisors.
The redesign introduced clearer hierarchy, more contextual editing patterns, and improved workflow continuity to reduce cognitive load and help users move more confidently through complex account management tasks.
Building scalable patterns across Wealthscape
The redesign established more scalable interaction patterns across Wealthscape, improving consistency, reducing workflow fragmentation, and creating a stronger foundation for future platform evolution.
Many of the concepts were first explored within Wealthscape Investor (WSI), allowing the team to validate interaction patterns and hierarchy decisions within a more focused environment before expanding them into more complex advisor workflows.
Because of the scale of the experience, the redesign was approached incrementally through phased rollout and continuous validation. This allowed the team to refine workflows over time, reduce implementation risk, and evolve the experience in a way that felt more sustainable across the platform.
