The platform experienced rapid growth in users, usage, and fund launches. As a result, there needed to be multiple redesign campaigns to accommodate scale, activity and performance. In Spring of 2023 we assembled a brainstorming workshop to begin exploring forward looking solutions to address these current and anticipated needs and requirements.

Over the course of two weeks our team built out a collection of multiple screen flows assembled from a wide range of assets including user research and sketching sessions, wireframing, dashboard mockups, and interactive prototypes in Figma and Figjam. The goal was to re-imagine a new day-in-the-life vision and workflow an investment professional would benefit from to more effectively strategize around markets opening/closing, real time alerts and their impact, and other calls to action needing to be reconciled on a daily basis.