Altowealth
Project Story
Altowealth gives independent financial advisers a client dashboard for portfolios, goals, and reports. Their product was powerful and forbidding: advisers loved the data and hid the interface from their clients, sending screenshots in emails instead of inviting people to log in. OpenNeux redesigned the client-facing experience so advisers could proudly share it, while keeping the analytical depth their professional users depend on every day.
We shadowed advisers during client review meetings and watched where the conversation stalled. Every stall had the same cause: a chart that needed an interpreter. The redesign treated the dashboard as a conversation aid, not a data warehouse. Each view was built to answer one client question in plain English, 'Am I on track?', with the underlying numbers one click away for those who want them. Confidence, not comprehensiveness, became the design principle for every screen.
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Problem
The old dashboard presented forty metrics with equal visual weight, so the three that mattered drowned. Clients received login credentials, logged in once, felt stupid, and never returned; advisers then carried the reporting workload manually. Terminology came straight from the back office, performance was shown without context, and the product assumed a large monitor in a quiet office rather than the tablet on a client's kitchen table.
There was also a structural problem: Altowealth's own team could not iterate. The interface had been built as one monolithic page by a vendor, with no design system, so small improvements took months and arrived inconsistently. Mobile was technically supported and practically unusable, which mattered more each year. Support calls showed the same pattern weekly: clients asking advisers to explain screens the product should have explained itself. The commercial cost was subtle but serious. Advisers evaluating the platform compared its client experience with newer rivals and chose accordingly, even when Altowealth's analysis tools were stronger. The company was losing deals at the demo stage for reasons unrelated to its financial engine. The dashboard had to become a reason advisers chose Altowealth, not the part they apologised for during onboarding.
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Solution
The redesigned dashboard opens with the answer, not the data: a plain-language summary of where the client stands against their goals, generated from real numbers. Below it, three curated views cover performance, contributions, and upcoming milestones, each written in the client's vocabulary and expandable into full analytical depth. Charts were rebuilt with consistent scales, honest baselines, and annotations that explain movement instead of displaying it.
We delivered the redesign as a component system with documented patterns for data display, so Altowealth's own team can ship new views that match the standard without design review on every pixel. Advisers received co-branded client invitations and a guided first-login experience that takes under two minutes. Client logins multiplied within the first quarter, advisers reported shorter review meetings and fewer explanation calls, and the dashboard became a headline feature in sales demos.
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