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
- Services
- User Experience
- Research & Insights
- Background
- Envestnet, a leading provider of unified wealth management technology and services, recognized the need to enhance completion rates for its new Advisor Now product.
- Opportunity
- Tonic3 identified usability issues in Advisor Now through initial user testing, prompting improvements in labeling and field order.
- Our Work
- High-fidelity prototypes addressed concerns, leading to substantial enhancements in users' ability to complete tasks.