Product Build / Dashboard / UX
Advisor Dashboard & Platform Expansion
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.
Status
Ongoing
- Role
- Product & Content Lead
- Timeline
- March 2023 - Present
- Company
- Finliti
- Scope
- External / B2B SaaS
- Audience
- Advisors
- Industry
- Fintech / WealthTech
- Users / Audience
- Advisors
- Team collaborators
- CEO, CTO, Software developer
- Tools / Platforms
- Advisor dashboard, Portfolio builder, Backtesting tools, Newsletter generator, AI voice/audio agent
- Scope level
- External / B2B SaaS
Start
Start
Early product use centered on surveys and long reports, with limited in-platform workflow and no cohesive advisor operating system tying together onboarding, profiles, portfolio tools, alerts, and communications.
Goal
Goal
Create a cohesive advisor workspace where setup, client profiles, portfolio context, alerts, and communications live in one system.
Role
- Dashboard structure and logic
- Product organization and clarity
- User-facing feature integration
- Experience design
Scope
- Unified advisor dashboard
- Client profile visibility system
- Survey result integration
- Portfolio builder integration
- Backtesting tools integration
- Newsletter generator integration
- Pulse agent and voice-agent surfaces
- Structured feature navigation
Team
- CEO
- CTO
- Software developer
Skills Used
UX design, Product structuring, Information architecture, Feature integration, Cross-functional collaboration
- UX design
- Product structuring
- Information architecture
- Feature integration
- Cross-functional collaboration
Outcome
- Transformed product into a centralized SaaS platform
- Improved feature discoverability and product clarity
- Expanded the advisor experience beyond static reports
- Created a more usable ongoing workflow for advisors and firms
- Platform shift
- Report flow to advisor workspace
- Live modules
- 7+ integrated surfaces
- Use model
- Centralized advisor dashboard
Resume
Versions
Short resume version
Helped evolve the product from a simple survey/report tool into a multi-feature advisor platform with a centralized dashboard.
Long resume version
Owned dashboard structure, product organization, and user-facing feature integration as Finliti evolved from a fragmented reporting workflow into a centralized advisor workspace with client profiles, backtesting, portfolio builder, market alerts, newsletter generation, and Pulse agent surfaces.
Key skills / ATS keywords
- Product Build / Dashboard / UX
- Dashboard
- Information architecture
- Feature integration
- Advisor platform
Related Projects
Systems Integration / CRM
CRM Behavioral Profile Integration
Defined how behavioral profile data should move into CRM and Pulse workflows so advisors could use client personality insights inside day-to-day practice.
Product Feature / Alerts / Portfolio
Market Alerts & Portfolio Signal System
Helped structure a market-alert workflow connecting CSV asset shelves, portfolio data, and investor profile logic into ongoing advisor signals.