FINVIA advisors needed to move from a first client conversation to a structured investment proposal, but the process was spread across teams, manual steps, and different tools.

The workflow included portfolio analysis, strategic asset allocation, proposal creation, and client-ready reporting. These steps were connected in practice, but not in the product experience.

The challenge was to create a clearer workflow that could support financial complexity, reduce manual coordination, and help advisors guide clients through important decisions during and after meetings.

I designed the strategic asset allocation and proposal creation experience, including workflow structure, information architecture, user flows, key screens, prototypes, scenario comparison patterns, proposal summaries, and the report export flow.

The financial logic and requirements came from the investment team and regulatory needs. My role was to turn those requirements into a usable advisor workflow that could support real client conversations.

I worked closely with product, engineering, investment stakeholders, and leadership.

The process included discovery, workflow mapping, prototypes, advisor feedback, and feasibility discussions with engineering.

I also presented the broader workflow direction to leadership and product stakeholders, explaining why a centralized advisor workflow would create more value than a standalone proposal tool.

Wealth Navigator helped centralize a previously fragmented advisor workflow and reduced scattered coordination across teams. It supported live advisor-client meetings, made allocation scenarios easier to compare, and created client-ready reports for follow-up decisions.