Case Studies

Advisor Now Product

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.

Advisor Now Product

  • TEAM
  • 1 Project Manager
  • 1 UI/UX Designers
  • Discovery & benchmarking report
  • Full UX architecture Design system
  • Fully functional Progressive Web App (PWA)
  • CMS Implementation (Contentful)
  • Accessibility & QA consulting
  • 4 sprints from kick-off to UI Design
  • 6 sprints for the Development and Launch

The approach

Initial Usability Tests

An initial two-day usability test with users allowed us to determine pain points within the first version of Advisor Now’s user experience. Tonic3 identified multiple opportunities to improve labeling, field input order, and clarify unfamiliar financial terms. After the first day of testing, rapid prototypes were created to address these concerns, and a second round of testing was performed the next day. The revised prototype test results confirmed a dramatic improvement in Advisor Now’s users to complete tasks. Previous issues with overlooking or misinterpreting key input fields or information were resolved.

The result

Launch-Ready Prototype Was Big Success

Advisor Now’s new launch-ready prototype was demonstrated to the international financial community at Envestnet’s Financial Summit in Chicago, Illinois. Tonic3 enjoyed spotlighted attention during this event, and was able to gain important information on future Envestnet projects by speaking with the company’s executive team and end-users.

One of the most beneficial things about working with Tonic3 over the last few months has been the ability to sit behind the glass and watch a user interact with our platform. We were able to take what we learned, go back to the design team, and address the relevant issues. And ultimately create a much better experience for our users.

Molly Pandya, SVP of Product Management, Envestnet
About Envestnet

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Its open architecture platform offers a wide array of research, investment products, and advisory resources.

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