A portfolio dashboard rebuilt so clients understand what they own, especially on the days the market moves.
Auric’s clients logged in most often on the worst days — when markets fell and they wanted reassurance. The existing dashboard met them with eleven data tables, a chart with no context, and no answer to the only question they had: is this normal. Support volume tracked market volatility almost exactly.
- 01
Rebuilt the landing view around one question — how am I doing against my plan — with everything else one deliberate click away.
- 02
Replaced raw performance charts with contextual bands showing expected range, so a fall inside normal variance reads as normal.
- 03
Designed a calm visual language: restrained motion, no red flashing, and typography that stays legible when someone is anxious.
- 04
Built a companion mobile app sharing the same design system, so the experience does not change between devices.
- 05
Ran the whole interface past an accessibility audit — this is financial data, and it has to work with a screen reader.
Clients now read their position in seconds instead of interpreting tables. Support contacts on volatile days fell by more than half.
“They understood that our product is mostly emotional. The design decisions they argued hardest for were the ones that reduced our support load.”
Auric started with a conversation about what was not working. Book a free consultation call and we will give you the same honest read.
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