Tonic3

Tonic3

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    Envestnet

    Envestnet
    • TEAM
    • 1 Project Manager
    • 1 Research and Insights Lead
    • 1 Research Specialist
    • 1 UX Lead
    • 1 UX/UI Designer
    • Delivery
    • Discovery & benchmarking
    • Strategy
    • Prototype creation/iteration
    • UX testing
    • Duration
    • 5 months
    • Capabilities
    • User Experience
    • Research & Insights
    • Background
    • Envestnet, a leading provider of unified wealth management technology and services, wanted to improve completion rates for its new Advisor Now product. Tonic3 was asked to identify major roadblocks and suggest solutions.