Alaan
Year
23
Client
Alaan
Work
Product Design, UX Design
Solution
As a design and fintech enthusiast, I wanted to join Alaan as a designer during the early stages when there were only 3-4 members on board. To contribute, I conducted research and designed a product within a week based on the information available on their site and my understanding of it.
Octostudio
Problem
Solution
As a design and fintech enthusiast, I wanted to join Alaan as a designer during the early stages when there were only 3-4 members on board. To contribute, I conducted research and designed a product within a week based on the information available on their site and my understanding of it.
Desing Process
The design process was fairly simple. Since I had no access to stakeholders or potential clients and had a short timeline, I went directly to the website, collected the Unique Selling Propositions (USPs) and Key Performance Indicators (KPIs), and conducted quantitative research. This helped me jump-start the design of a product that adheres to all UX laws—making it intuitive, simple, aesthetic, and accessible.
MVP 1.0 – B2C Model
Our first MVP was built for both advisors and clients:
Clients got access to investment tools.
Advisors got structured workflows (pre-call, post-call, annual review).
Customer Portal
Key Features of Customer Portal
The customer portal acts as a centralized dashboard where clients can manage their financial tasks, take quick actions, and stay updated on portfolio activity. It brings together portfolio performance, advisor communication, and investment projections into one intuitive view.
Key Features:
Click on "+" it to see a detailed explaination on every feature and screen
Seamless Advisor Calls
Clients can jump on a secure video call with their advisor, with portfolios visible in real time — ensuring conversations are actionable, not abstract.
Portfolio Insights
A detailed breakdown of the client’s portfolio across equities, bonds, and cash. Visualized allocations help clients understand performance and diversify with clarity.
Investment Overview
An in-depth analysis of investment performance, charges, and projections. Interactive charts let clients explore scenarios and stay informed about long-term outcomes.
Quick Actions Dashboard
Simplifies decision-making by surfacing the most relevant financial actions—such as confirming investments, adjusting contributions, or reviewing projections—directly in the dashboard.
Advisor Chat
A secure messaging feature that allows clients to communicate with their advisor anytime. It ensures quick responses and continuous guidance without needing to schedule calls.
Advisor Portal
Key Features of Customer Portal
The customer portal acts as a centralized dashboard where clients can manage their financial tasks, take quick actions, and stay updated on portfolio activity. It brings together portfolio performance, advisor communication, and investment projections into one intuitive view.
Key Features:
Click on "+" it to see a detailed explaination on every feature and screen
Easier Task management
Pre-fixed flows, processes and checklists
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Automation in workflow
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automated sutability letter generation
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Control on cleint management
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
Automated alert and setting up on annucal calls
Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot to SaaS – MVP 2.0
While we execute a business model in B2B2C, a plethora of advisors and wealth management organizarion told us to create a tool that they can use and they can distribute it to their cleints to onboard them on this platfrom that brough to us to the nex tpivot to change from B2C to B2B2C.
Collected Feeback from
200+ Advisors
Key Learning: Serving firms meant creating leverage, not just helping individual advisors.
What we changed to shift the dynamics of wealth management..
Click on "+" it to see a detailed explaination on every feature and screen
What we changed on customer portal
Updated Fact-find for detailed infromation collection and accuracy
Manage Investment through advisor
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
One place to manage documents and sign in
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Updated Risk-Questionnaire
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Communicate with your advisor anytime
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
What we changed on advisor portal
Autonomy on task management
Detailed illustrations and Assumtions
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Easier way to distribute portfolio and set it up
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automation in every workflow
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Easier way to manage clients and
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
Risk mapping
Integration of AI in workflow to make it so easier for adoption in daily life of any advisor to make it seem like using windows or mac
We integrated AI workflow in advisor portal to maximize the interactivity, whatever they were doing manually we integrated in AI that does everything with just by chatting with it.
Click on "+" it to see a detailed explaination on every feature and screen
What we changed on customer portal
ONboarding clients
Automated generation of illustrations,cashflow etc done from AI
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Portfolio and pricnig selection done by AI
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automated infomration extraction
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Automated sutability generation
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
All these scalability and pivots were possible because of the tokenised design system.
While we execute a business model in B2B2C, a plethora of advisors and wealth management organizarion told us to create a tool that they can use and they can distribute it to their cleints to onboard them on this platfrom that brough to us to the nex tpivot to change from B2C to B2B2C.
Problem
Solution
As a design and fintech enthusiast, I wanted to join Alaan as a designer during the early stages when there were only 3-4 members on board. To contribute, I conducted research and designed a product within a week based on the information available on their site and my understanding of it.
Desing Process
The design process was fairly simple. Since I had no access to stakeholders or potential clients and had a short timeline, I went directly to the website, collected the Unique Selling Propositions (USPs) and Key Performance Indicators (KPIs), and conducted quantitative research. This helped me jump-start the design of a product that adheres to all UX laws—making it intuitive, simple, aesthetic, and accessible.
MVP 1.0 – B2C Model
Our first MVP was built for both advisors and clients:
Clients got access to investment tools.
Advisors got structured workflows (pre-call, post-call, annual review).
Customer Portal
Key Features of Customer Portal
The customer portal acts as a centralized dashboard where clients can manage their financial tasks, take quick actions, and stay updated on portfolio activity. It brings together portfolio performance, advisor communication, and investment projections into one intuitive view.
Key Features:
Click on "+" it to see a detailed explaination on every feature and screen
Seamless Advisor Calls
Clients can jump on a secure video call with their advisor, with portfolios visible in real time — ensuring conversations are actionable, not abstract.
Portfolio Insights
A detailed breakdown of the client’s portfolio across equities, bonds, and cash. Visualized allocations help clients understand performance and diversify with clarity.
Investment Overview
An in-depth analysis of investment performance, charges, and projections. Interactive charts let clients explore scenarios and stay informed about long-term outcomes.
Quick Actions Dashboard
Simplifies decision-making by surfacing the most relevant financial actions—such as confirming investments, adjusting contributions, or reviewing projections—directly in the dashboard.
Advisor Chat
A secure messaging feature that allows clients to communicate with their advisor anytime. It ensures quick responses and continuous guidance without needing to schedule calls.
Advisor Portal
Key Features of Customer Portal
The customer portal acts as a centralized dashboard where clients can manage their financial tasks, take quick actions, and stay updated on portfolio activity. It brings together portfolio performance, advisor communication, and investment projections into one intuitive view.
Key Features:
Click on "+" it to see a detailed explaination on every feature and screen
Easier Task management
Pre-fixed flows, processes and checklists
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Automation in workflow
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automated sutability letter generation
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Control on cleint management
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
Automated alert and setting up on annucal calls
Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot 1.0
Pivot to SaaS – MVP 2.0
While we execute a business model in B2B2C, a plethora of advisors and wealth management organizarion told us to create a tool that they can use and they can distribute it to their cleints to onboard them on this platfrom that brough to us to the nex tpivot to change from B2C to B2B2C.
Collected Feeback from
200+ Advisors
Key Learning: Serving firms meant creating leverage, not just helping individual advisors.
What we changed to shift the dynamics of wealth management..
Click on "+" it to see a detailed explaination on every feature and screen
What we changed on customer portal
Updated Fact-find for detailed infromation collection and accuracy
Manage Investment through advisor
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
One place to manage documents and sign in
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Updated Risk-Questionnaire
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Communicate with your advisor anytime
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
What we changed on advisor portal
Autonomy on task management
Detailed illustrations and Assumtions
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Easier way to distribute portfolio and set it up
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automation in every workflow
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Easier way to manage clients and
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
Risk mapping
Integration of AI in workflow to make it so easier for adoption in daily life of any advisor to make it seem like using windows or mac
We integrated AI workflow in advisor portal to maximize the interactivity, whatever they were doing manually we integrated in AI that does everything with just by chatting with it.
Click on "+" it to see a detailed explaination on every feature and screen
What we changed on customer portal
ONboarding clients
Automated generation of illustrations,cashflow etc done from AI
Users can see a detailed view of the portfolio set by an advisor while setting up an accont and funding it.
Portfolio and pricnig selection done by AI
Detailed breakdown of the investment and its account Also investment overview has a balancing feature to balance portfolio with ai generated marketing insihgts and analysis.
Automated infomration extraction
While advisors do setup a porfolio for their clients, cleints still can buy/sell investment by consulting the advisor over a chat or a call.
Automated sutability generation
Yes, absolutely. The component is built using native Framer tools, so you can tweak fonts, colors, spacing, animations, and layout however you like.
All these scalability and pivots were possible because of the tokenised design system.
While we execute a business model in B2B2C, a plethora of advisors and wealth management organizarion told us to create a tool that they can use and they can distribute it to their cleints to onboard them on this platfrom that brough to us to the nex tpivot to change from B2C to B2B2C.