MFD platform SAAS redesign
Finserve is an all-in-one wealth-management and mutual fund distribution platform designed to help financial advisors, wealth managers, and MFDs (Mutual Fund Distributors) manage clients, portfolios, analytics, reporting, and transactions from a centralized digital interface. It automates back-office processes, consolidates client data, and provides professional planning tools under a single SaaS or enterprise solution.
Client
Service Provided
The Problem
Finserve is a B2B wealth-management platform used by financial advisors to manage clients, portfolios, and reports. The existing UI felt outdated, visually dense, and inconsistent, making complex financial data harder to scan and navigate. This impacted usability, trust, and overall product perception.
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Goals & Success Metrics
Primary Goal Modernize the UI to improve visual clarity, navigation, and user confidence without changing existing workflows. Secondary Goals • Create a reusable, scalable design system • Improve dashboard and report readability • Strengthen trust through consistent visual hierarchy
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Design Outcome
The redesigned UI introduced a clean, modern fintech visual language with improved spacing, typography, and hierarchy. Key dashboards and data-heavy screens were restructured for faster scanning and clearer prioritization. The result is a consistent, scalable UI foundation aligned with modern B2B fintech standards.
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