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Centrum Wealthverse
Helping investors manage portfolios through a unified digital wealth experience.
FOCUS
Product Design · UX Design · Dashboard Design · Information Architecture · Design System
ROLE
Product Designer
TIMELINE
3 Months
LIVE PRODUCT
One Platform For Smarter Wealth Management
Portfolio Analytics
Insights across investments, portfolios, and assets.
Family Portfolio View
Monitor individual and family wealth from one place.
Multi-Asset Tracking
Consolidated visibility across diversified investments.
Advisor Collaboration
Simplified advisor communication and client servicing.
A Unified Platform for Modern Wealth Management
Centrum Wealth is a digital wealth management platform designed for high-net-worth investors and their advisors. The platform brings together portfolio monitoring, investment analytics, family-level reporting, and advisor collaboration into a single digital experience.
The redesign focused on simplifying complex financial information through intuitive dashboards, portfolio insights, and modern reporting tools, enabling investors to make informed decisions while improving advisor efficiency.
Designing For Investors & Advisors
Managing large investment portfolios requires more than performance tracking. The platform needed to provide a comprehensive view of wealth while simplifying complex financial information and supporting efficient collaboration between investors, families, and relationship managers.
Unified Portfolio Visibility
Consolidate investments, holdings, and portfolio performance into one clear dashboard.
Advanced Wealth Analytics
Present asset allocation, returns, and performance insights through intuitive visualizations.
Multi-User Portfolio Access
Enable secure access to family-level portfolios and delegated account management.
Consistent Design System
Build reusable components that ensure consistency across web and mobile experiences.
Creating A Unified Digital Wealth Experience
Consolidated Wealth Dashboard
Designed a centralized dashboard that provided a comprehensive overview of portfolio value, performance, asset allocation, and investment summaries.
Portfolio Analytics & Reporting
Created detailed portfolio views with performance tracking, asset breakdowns, historical investments, and advanced reporting to support informed investment decisions.
Family & Advisor Experiences
Designed workflows that enabled family-level portfolio management, delegated access, and efficient collaboration between investors and relationship managers.
Digital Transactions & Servicing
Built seamless servicing experiences for transaction history, corporate actions, maturity tracking, reports, and ongoing portfolio management.
