eMoney Advisor Design

May 2018 - Today

eMoney is a leading SaaS FinTech company providing a robust platform for financial advisors to manage their entire book of business, with advanced modeling and automation capabilities. Since 20018 I have been working as the Senior UX Designer for Decision Center, the tool at the heart of the planning platform. Decision Center provides interactive versions of eMoney’s printable financial reports in a dynamic sandbox, allowing advisors to model an endless number of scenarios and provide better financial advice.

Wireframes / UX / User Research / Figma / Sketch / Invision

Additional project details and screenshots are available by request