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
- Product type
- Product Build / Dashboard / UX
- Users / Audience
- Advisors
- Team
- CEO, CTO, Software developer
- Tools / Platforms
- Advisor dashboard, Portfolio builder, Backtesting tools, Newsletter generator, AI voice/audio agent
- Scope
- External / B2B SaaS
Interface Mockups
App screens and polished device views for this case study.
A focused set of product screens showing the core workflow surfaces behind this case study.
Desktop
Problem
What needed to work better in the product
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
What the work was trying to improve
Create a cohesive advisor workspace where setup, client profiles, portfolio context, alerts, and communications live in one system.
Responsibilities
What I owned across product, UX, and delivery.
- Dashboard structure and logic
- Product organization and clarity
- User-facing feature integration
- Experience design
Skills in play
- UX design
- Product structuring
- Information architecture
- Feature integration
- Cross-functional collaboration
Solution
Product surfaces, flows, and output that moved the work forward.
- 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
Impact
What changed for the product or the people using it.
- 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.