InvestCloud is a California-based tech company, known for first-class, financial digital solutions, pre-integrated in the cloud. Harley Advisor was the project code name for a wealth management dashboard that I worked on. Harley Advisors provides a platform for individuals to manage and track their money.

Challenge

Our mission is to provide tools to help people understand their net worth and organize important assets and documents in their life.

Actions

Create a personal wealth dashboard, wireframes, navigation and menu structure

Flow 2 Prototype