Financial Planning Dashboard UX

Overview

While at Pixel Nirvana Design Studio, I designed the advisor-facing UI for a goal-based financial planning web app. The product needed to take an advisor and client from "what is your risk score?" all the way to "here is the portfolio that fits you," in one session, without switching between tools.

This was a POC for a real client. The brief covered risk questionnaire, portfolio creation, scenario simulations, and portfolio comparison, all within a single, structured interface.

Challenges

• Workflows were scattered across PDFs, spreadsheets, and separate tools, making client sessions slow and fragmented.
• Risk scoring and portfolio analytics were powerful but hard to explain; clients saw numbers without context.
• Scenario tools (stress tests, historical simulations) felt technical and visually inconsistent.

Goals

• Give advisors a single workspace to move from risk profiling to portfolio creation, simulations, and comparison.
• Use clear visualisation so risk, probability, and allocation are easy to understand in front of clients.
• Simplify data entry for holdings and assumptions while enforcing rules (e.g., single allocation must not be 100%).

My role

Process snapshot

• Mapped how advisors currently onboard clients, capture holdings, and discuss scenarios; reduced this to a linear narrative from "risk score" -- "model portfolio" -- "comparison."
• Prototyped layout with a fixed sidebar for steps, tabs for Recommended / Current / Model portfolios, and a large canvas for charts and sliders.
• Iterated on the risk questionnaire and portfolio-details screens: sliders for allocations, inline validation when single allocation is 100%, and clear "add another stock/asset" patterns.
• Refined visual hierarchy of the Risk Dashboard, highlighting client name, goal amount, time horizon, risk score, portfolio score, and each holding's contribution to risk.

Key design decisions

Selected screens

Risk Score process & dashboard

Multi-step flow that collects risk answers and existing holdings using sliders and inline validation, then surfaces a summary view of client risk score and portfolio score, with each holding's contribution to overall risk visualised through sliders and colour-coded percentages.

Goal Analysis

Projected balances graph with controls for goal amount, time to goal, contributions, and risk score, plus an "Optimise" action.

Loss & Historical Simulation

Visual tools showing stress scenarios and historical performance by asset class, with supporting statistics.

Add Securities

Donut chart summarising allocation above an editable table of securities; contextual menus for edit/delete.

Portfolio Comparison

Side-by-side view of Recommended, Current, and Model portfolios using a row of risk and probability gauges, asset-allocation donuts, and worst-loss metrics.

Impact & reflection

The POC turned a fragmented, multi-tool process into a single session workspace. Advisors could move from risk profiling through modelling, simulations, and comparison without losing context. The project gave me deep experience in financial UX, particularly designing data visualisation that has to work in front of a client in real time, not just on a screen.