Industry
Fintech / Wealth Management
Roles
Product Designer
Motion Designer
Responsibilities
UI / UX
Design System
Responsive Design
Prototyping
Research Analysis
Motion Design
Team
Product Management - Osaic
Phil B. - Design Director
Ben K. - Designer
Osaic is one of the largest networks of wealth management professionals in the United States, supporting over 11,000 financial advisors. The firm’s goal is to provide scalable digital platforms that empower advisors to manage client relationships, investments, and compliance efficiently.
Problem
Osaic’s wealth management platform was functional but outdated. Advisors struggled with inconsistent workflows, a lack of modern UI patterns, and limited integration of innovative features. Adoption and engagement lagged, particularly among newer advisors who expected a more intuitive digital experience.
To address this, I was contracted through Bruno Collective as the lead product designer. My role was to work on a range of projects aimed at modernizing the advisor platform, streamline its workflows, and establish a scalable design system that could evolve with the product.
Audience
The platform served a wide spectrum of financial professionals, such as independent advisors, small firms, and enterprise-level practices. Their needs ranged from daily transaction management and compliance workflows to long-term portfolio analysis and client reporting.
