Creating Australia's leading financial platform for advisors and their clients has been a journey of continuous discovery, including years of collaboration, exploration, prototyping, testing, and iteration. Gradually and purposefully, we’ve updated the user interface, making it more intuitive, consistent, feature-rich, and valuable to users.
We've designed features that transform how advisors run their businesses; streamlining portfolio management, simplifying cash position communications, and enabling smarter, better-informed investment decisions. Each new feature brings thoughtful improvements to the interface, improving every visual element so complex information is clear and accessible. We’ve created a data-rich experience where users can find what they need without losing context or disrupting their mental flow.
The interface is now governed by a robust, documented design system. Library and design principles are used to help shape new product features, even before reaching prototype stage. New features are tested with the target audience, a reflection of an established culture of user-centric design and best practice design ops standards.
Our many years of trust and collaboration with Netwealth proves what we’ve always known — the best products come from strong, ongoing partnerships. And there’s still so much more to design, challenge and create together.