Empowering Investors: Portfolio Dashboard

A central feature of Vesttoo’s marketplace, the Portfolio Dashboard helped investors analyze portfolios, track performance, and make data-driven decisions - boosting engagement and driving new user acquisition.

Role

UX/UI Design

Project Overview

Background

The Vesttoo Marketplace is a digital platform that automates reinsurance transactions between insurers and capital market investors, connecting insurance risk to capital and using advanced machine learning for risk modeling.

The Problem

Capital market investors face challenges in efficiently tracking and analyzing insurance-linked assets. A digital solution was required to streamline the process and make data accessible for decision-making.

My Role

Led the end-to-end design of the Portfolio Dashboard, including user research, wireframing, prototyping, and visual design implementation. Collaborated closely with cross-functional teams to ensure a seamless user experience while independently managing all aspects of the design process.

Outcomes

We identified key metrics for users, transforming complex calculations into a user-friendly interface and translating insurance data into clear, actionable insights for investors. The result is an efficient and intuitive dashboard that has significantly impacted both the business and its users.

We have provided our investors with an effective tool

We now had an effective way to educate and attract potential clients

Excited investor feedback

Users praised the improved transparency and ease of use.

Higher conversion rates

50% increase from first to subsequent sales calls.

Increased engagement

More investors actively explored opportunities.

Efficient automation

Reduced workload by streamlining processes.

Research approach

To understand investor needs, we conducted interviews with internal and external experts, analyzed leading investment platforms, and carried out extensive market research. These insights shaped my approach, informing key user stories and personas that guided design decisions.

"As an investor, I need to analyze future risk metrics of my portfolio to improve risk/return decisions on buying, selling, or holding assets."

"As an investor, I want to track my portfolio’s performance against initial projections to refine my investment strategy."

"As a Vesttoo salesperson, I need a tool to effectively educate, convince, and onboard investors."

Research Insights

Time constraints: Investors have limited time and need quick access to performance data.
Reinsurance is unfamiliar: Investors require reassurance, ongoing education, and clear data to build trust in digital tools.
Reliance on real-time data: Investors depend on up-to-date information to make informed decisions.
Financial data needed translation: Investors and insurers interpret metrics differently, requiring an accessible, investor-friendly format.
Lack of visual tools: Vesttoo lacked an effective way to communicate value, slowing investor conversions.

Defining

How might we help investors confidently discover and evaluate investment opportunities, while ensuring transparency, clarity, and ease of tracking their success?

Finding the Solution

Translating research insights into design solutions, I focused on transparency, usability, and investor confidence. The following principles guided my design decisions, ensuring a clear, intuitive, and trustworthy experience for investors.

Content

Ensure easy access to investment information and key financial terms.
Identify essential metrics based on MVP and user research.
Highlight key numbers for quick profitability assessment.
Ensure transparency on data updates, as real-time data was unavailable.

Navigation

Display all key metrics on a single screen rather than splitting them.
Enable smooth navigation between investment opportunities and individual investments.
Organize investments into active and ‘in progress’ categories to streamline decision-making.
Follow familiar structures used in leading investment platforms.

Data Visualization

Use tables and charts to present investment insights clearly.
Keep the interface clean and minimalist to avoid data overload.

Personalization

Define investment profiles to suggest relevant opportunities.
Allow users to save favorite investments for easy access.

With these principles in mind, I explored different solutions through low-fidelity sketches, brainstorming the best approach to address user needs. This process led to the decision to implement a dashboard for a clearer and more intuitive analytics experience.

The highlighted elements showcase the layouts and features we prioritized, as they best address the key challenges identified in our research.

Refining the Design: Testing & Iterations

Building on the low-fidelity sketches, I created several design versions, testing and refining them to better align with user needs and expectations.

Key refinements based on user feedback:

Visual Design & Clarity

Simplified charts by breaking them into separate graphs for better clarity.
Adopted a monochromatic color scheme for a more professional look and removed unnecessary icons and illustrations.

Navigation & Usability

Used tabs instead of a sidebar for easier navigation.
Enhanced communication with the user through tooltips and diagrams.

Technical & Development Constraints

Adapted charts to fit Highcharts library constraints.
Incorporated the watchlist into a separate feature called "Opportunities" for a clearer distinction

The following iterations illustrate how user insights drove key improvements, leading to a more intuitive and visually refined final design.

Portfolio: Value

Portfolio: Assets

Investment Opportunities:

Visual Elements

Created an additional color scheme for charts and diagrams, redesigned existing icons, created new ones, and incorporated these components into the design system.

Existing design system elements (buttons) and added components (icons, drop-down menus)

Final Screens

Designed and prototyped the new screens, which were then handed over to the development team.

We collaborated until the feature was launched and then reviewed it with the QA team to address and fix any bugs, flow issues, UI issues and unforeseen problems.

Project Impact

We developed a tool that demonstrated significant improvements for both users and Vesttoo employees.

Increased Conversion

Led to a 50% increase in sales calls conversion rates, helping us acquire dozens of new users.

User Satisfaction

Users reported higher satisfaction due to the digitalization, clear charts and convenience of the tool.

New Asset Class

We granted access to information and introduced a new asset class in a market lacking transparency for investors.

Learnings & Next Steps

Balancing user needs with technical constraints

Collaborating with developers taught me how to align design with system limitations while maintaining a seamless user experience.

Navigating financial complexity

Working with experts helped me grasp key industry concepts and simplify complex data without losing critical details.

Designing for scalability

I learned to create flexible components that adapt as the platform grows, ensuring usability and data transparency.

Next Steps

Next, we aimed to integrate with capital market systems to enable advanced analytics for greater transparency and insight.

Empowering Investors: Portfolio Dashboard

A central feature of Vesttoo’s marketplace, the Portfolio Dashboard helped investors analyze portfolios, track performance, and make data-driven decisions - boosting engagement and driving new user acquisition.

Role

UX/UI Design

Project Overview

Background

The Vesttoo Marketplace is a digital platform that automates reinsurance transactions between insurers and capital market investors, connecting insurance risk to capital and using advanced machine learning for risk modeling.

The Problem

Capital market investors face challenges in efficiently tracking and analyzing insurance-linked assets. A digital solution was required to streamline the process and make data accessible for decision-making.

My Role

Led the end-to-end design of the Portfolio Dashboard, including user research, wireframing, prototyping, and visual design implementation. Collaborated closely with cross-functional teams to ensure a seamless user experience while independently managing all aspects of the design process.

Outcomes

We identified key metrics for users, transforming complex calculations into a user-friendly interface and translating insurance data into clear, actionable insights for investors. The result is an efficient and intuitive dashboard that has significantly impacted both the business and its users.

We have provided our investors with an effective tool

We now had an effective way to educate and attract potential clients

Research approach

To understand investor needs, we conducted interviews with internal and external experts, analyzed leading investment platforms, and carried out extensive market research. These insights shaped my approach, informing key user stories and personas that guided design decisions.

"As an investor, I need to analyze future risk metrics of my portfolio to improve risk/return decisions on buying, selling, or holding assets."

"As an investor, I want to track my portfolio’s performance against initial projections to refine my investment strategy."

"As a Vesttoo salesperson, I need a tool to effectively educate, convince, and onboard investors."

Research Insights

Defining

How might we help investors confidently discover and evaluate investment opportunities, while ensuring transparency, clarity, and ease of tracking their success?

Finding the Solution

Translating research insights into design solutions, I focused on transparency, usability, and investor confidence. The following principles guided my design decisions, ensuring a clear, intuitive, and trustworthy experience for investors.

With these principles in mind, I explored different solutions through low-fidelity sketches, brainstorming the best approach to address user needs. This process led to the decision to implement a dashboard for a clearer and more intuitive analytics experience.

The highlighted elements showcase the layouts and features we prioritized, as they best address the key challenges identified in our research.

Refining the Design: Testing & Iterations

Building on the low-fidelity sketches, I created several design versions, testing and refining them to better align with user needs and expectations.

Key refinements based on user feedback:

The following iterations illustrate how user insights drove key improvements, leading to a more intuitive and visually refined final design.

Portfolio: Value

Design phase 1:

Design phase 2:

Design phase 3:

Portfolio: Assets

Design phase 1:

Design phase 2:

Design phase 3:

Investment Opportunities:

Design phase 1:

Design phase 2:

Design phase 3:

Visual Elements

Created an additional color scheme for charts and diagrams, redesigned existing icons, created new ones, and incorporated these components into the design system.

Existing design system elements (buttons) and added components (icons, drop-down menus)

Final Screens

Designed and prototyped the new screens, which were then handed over to the development team.

We collaborated until the feature was launched and then reviewed it with the QA team to address and fix any bugs, flow issues, UI issues and unforeseen problems.

Project Impact

We developed a tool that demonstrated significant improvements for both users and Vesttoo employees.

Increased Conversion

Led to a 50% increase in sales calls conversion rates, helping us acquire dozens of new users.

User Satisfaction

Users reported higher satisfaction due to the digitalization, clear charts and convenience of the tool.

New Asset Class

We granted access to information and introduced a new asset class in a market lacking transparency for investors.

Learnings & Next Steps