Designing a Tracking Tool for Wealth Management Services

Patrimy is an emerging actor in wealth management. To scale its operations, Patrimy aims to develop a connected platform that will serve as a central hub for its clients, addressing all their investment management needs.

I was tasked with guiding the client through the conception of this future tool, from initial framing workshops to the design of detailed mockups. This involved:

• Framing Workshops: Collaborating with stakeholders to define the scope, objectives, and key features of the platform.
• User-Centric Design:Ensuring the platform meets the specific needs and preferences of Patrimy's clients.
• Detailed Mockups:Creating comprehensive designs that visualize the platform's functionality and user experience.

• Team size: 1 Full stack developer, 1 Product manager