Atlas Financial Dashboard

The brief

Atlas Financial's client portal crammed fourteen data sets onto every screen. Advisors loved the depth; clients felt lost.

What we delivered

• Research with 18 advisors and 40 end clients
• Redesigned dashboard with progressive disclosure
• Accessibility pass to WCAG 2.2 AA

Support tickets about the portal dropped by a quarter and average session satisfaction climbed from 3.1 to 4.6 out of 5.