When feedback
is more important than data
is more important than data
Figma
Investment tools for wealthy clients
and their personal managers
and their personal managers
Sber
The manager contacts the client and schedules a meeting at the office
The manager and the client meet in the office
As part of the overall plan, they discuss the client’s investments
The manager receives a task
Problem:
In the previous design, investment data was fragmented and difficult for managers to present and clients to understand.
I worked through several iterations to simplify how portfolio information is shown and discussed.
Each round focused on helping managers explain portfolios more clearly and enabling clients to grasp performance faster.
The result is a cleaner structure, stronger hierarchy, and a smoother decision-making flow.
In the previous design, investment data was fragmented and difficult for managers to present and clients to understand.
I worked through several iterations to simplify how portfolio information is shown and discussed.
Each round focused on helping managers explain portfolios more clearly and enabling clients to grasp performance faster.
The result is a cleaner structure, stronger hierarchy, and a smoother decision-making flow.
before
How I Redesigned
the Portfolio and Why
the Portfolio and Why
Case 1
What I designed:
A redesigned portfolio view where clients can see both current and target portfolios with key metrics.
The target portfolio is now built collaboratively during meetings using the platform — improving transparency and client engagement.
A redesigned portfolio view where clients can see both current and target portfolios with key metrics.
The target portfolio is now built collaboratively during meetings using the platform — improving transparency and client engagement.
after
Problem:
The old version forced managers to switch between multiple tabs to compare portfolios, which made discussions with clients slow and confusing.
I aimed to create a unified comparison view that allows quick insights without context switching.
The goal was to help both sides — managers and clients — focus on performance, not navigation
The old version forced managers to switch between multiple tabs to compare portfolios, which made discussions with clients slow and confusing.
I aimed to create a unified comparison view that allows quick insights without context switching.
The goal was to help both sides — managers and clients — focus on performance, not navigation
How I Redesigned
the Portfolio and Why
the Portfolio and Why
Case 2
What I designed:
A single-screen comparison interface where both current and target portfolios are displayed side by side with clear visual cues.
Managers can instantly highlight differences in structure and returns,
making meetings faster and decisions more confident
A single-screen comparison interface where both current and target portfolios are displayed side by side with clear visual cues.
Managers can instantly highlight differences in structure and returns,
making meetings faster and decisions more confident
before
after
