PROJECT SUMMARY
We were asked to evaluate and redesign the navigation and information architecture of this financial advisor tool.
Flourish's previous navigation was limited and could not accommodate the increasingly complex nature of their product offerings.
Flourish's previous navigation was limited and could not accommodate the increasingly complex nature of their product offerings.
TEAM
Ritik Dholakia, Strategy Lead
Nick Emerich, Product Designer Lead
Ryan Consbruck, Product Designer
Nick Emerich, Product Designer Lead
Ryan Consbruck, Product Designer
ROLE
Product Designer
DURATION
6 Weeks
The same platform needs to serve drastically different needs for three user types.
Flourish is a financial advisor tool for managing traditional and cryptocurrency investments for individual investor households and teams of advisors.
Executive Advisor
Advisors
Investor Household
Solutions were primarily focused on Advisors and Executive Advisors because investor households did not need access to the deeper tiers of navigation.
Navigation Layer 1 - Overview
Navigation Layer 2 - Client Household
Navigation Layer 3 - Client Household Cash Account
The deeper tiers of navigation needed to function in the same way on mobile with considerably less space.
Navigation Layer 1 - Overview
"Solutions should shift the paradigm and not exist on other platforms"
In a short sprint, our team needed to quickly understand the existing navigation structure and build in accommodations for future projects offerings with a navigation that was close enough to remain intuitive.