Dashboard design for New Edge Wealth Management

Project overview

NewEdge Wealth is a modern wealth management firm focused on serving ultra-high-net-worth clients. Our team was brought in to redesign their digital experience, including a secure client portal and a feature-rich advisor dashboard. The goal was to create a cohesive, intuitive interface that enhances transparency, improves user engagement, and simplifies portfolio oversight.

Key goals included:

• Designing a responsive, mobile-friendly client portal for secure document access, performance tracking, and communication.
• Building a robust advisor dashboard with real-time portfolio analytics, client activity feeds, and task tracking.
• Streamlining user flows for account management, document sharing, and investment performance reporting.

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How did the project start?

The project began with a comprehensive discovery phase, including stakeholder interviews with financial advisors, operations teams, and compliance leads. NewEdge sought to move away from legacy systems that created fragmented user experiences. Their vision was a clean, modern interface that could serve the dual needs of clients seeking simplicity and advisors requiring depth and functionality.

Our role was to audit their existing tools, identify gaps, and craft a scalable design system that would support growth while aligning with their brand.

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Project execution

We mapped out the user journeys for both clients and advisors, focusing on the most frequent touchpoints: portfolio performance, document uploads, meeting notes, and client communications. Using Figma, we developed high-fidelity wireframes and interactive prototypes, validating features through user feedback loops.

Highlights of the execution phase included:

• A dashboard-first layout for both user types, showing relevant KPIs at a glance.
• Modular card components for customizable insights per user role.
• Embedded secure messaging and document management within the client portal.
• Integration design points for Salesforce, Orion, and third-party custodians.
• A dark mode for advisor desktops during long trading hours.

The final product helped NewEdge improve internal efficiency and significantly elevated their client-facing digital experience.

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