Redesigning and Transforming the Digital Business Environment for Independent Financial Professionals
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The CLIC client portal is a secure, user-friendly digital platform that offers clients seamless access to their financial information, accounts, and services. Tailored for banks, investment firms, and financial advisors, it allows users to view real-time account balances, track investments, access financial statements, and monitor transactions. The portal also facilitates direct communication with advisors, enabling clients to submit inquiries, review reports, and receive portfolio updates. With advanced financial planning tools for setting goals and managing budgets, the CLIC portal enhances transparency, streamlines financial management, and empowers clients to take control of their financial well-being.
Log in/Sign up
In this section I will walk through the high-fidelity screens that I personally worked with and/or led the team on the design process.
Dashboard
This tool enhances decision-making by presenting complex financial information in an easily digestible format. By organizing the data visually, the dashboard helps users quickly identify trends, assess performance, and track progress toward financial goals, providing them with actionable insights at a glance.
Prospect view
A dashboard view designed for users who have yet to begin investing on the platform.
Client View
A dashboard view designed for users who have already start investing on the platform.
Accounts
The client can effortlessly view all their accounts and delve into detailed analytics for each one.
List view
The list view allows clients to sort and filter their accounts by the most relevant categories, and easily export the data with their preferred configuration.
Detail View
The clients can see a dedicated dashboard for each of their accounts.
Documents
In this section, clients can review and export all documents associated with their account.
Tax center
In this section, clients can review all the tax reports and interact with the FAQs module.
My advisor
This section serves as the communication hub between clients and their advisors, allowing them to chat, send and receive files, and search within their conversations.
