Wealth Management Portals

At InvestCloud my team and I designed wealth management portals for large financial institutions. The following are client projects that I was heavily involved with over the last year. To keep the exclusivity of the clients, and because the work is still in development - I have replaced their logos.

InvestCloud is similar to an agency in the way they host a variety of clients on their platform. The projects are started with a design or functional study with the client - to map out their goals. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding library of digital modular apps for the financial industry. Including their inhouse CRM, data warehousing, accounting, wealth management, etc. They have a growing list of 700+ clients and over &1.7 billion assets on their platform.

NOTE: To access the full project on my portfolio site please enter linajohansson for user and pw.