Crafting a High-Impact, Trust-Building Platform for Property Investments

Industry: SaaS | Fintech

Client: Adventum

My Role: Visual Design | UI/UX

Duration: 4 Months

Tools: Figma | Notion

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Overview:

Adventum Wealth, a UK-based property investment firm, needed a digital overhaul to provide a seamless and secure experience for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNIs). I led the design process to transform their platform into an intuitive, user-friendly solution.

Live Figma Prototype ->

The Challenge:

  • Building trust through transparent design and secure data handling.

  • Streamlining complex processes like onboarding and property management.

  • Ensuring compliance while offering a smooth user experience.

  • Enhancing data access for users with different tech skills.

Research & Insights:

To address these challenges, I:

  • Conducted interviews with investors and property managers to uncover pain points.

  • Analyzed competitor platforms to find best practices.

Key Findings:

  • Users wanted quick access to key data and more efficient property management.

  • Customization and real-time updates were highly valued.

  • Simplicity was crucial: The interface had to be clean and intuitive.

Design Approach:

  • Wireframing & Prototyping:
    I began by mapping user flows for Family MDs, patients, and program managers. Key interactions, such as requisition approvals and patient tracking, were streamlined to reduce cognitive load.

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  • UI Design:
    Leveraging a minimalistic design, I ensured that users could access essential information at a glance. A 'track and trace' feature was built into the patient dashboard to help users follow the entire care journey in real-time, from scheduling to exam results.

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  • Iterative Testing:
    I collaborated closely with the development team and “friendly” Family MDs to validate designs. Feedback from these initial users was used to refine features like requisition signing and patient status alerts.

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  • Collaboration:
    Throughout the project, I worked alongside engineers, product managers, and healthcare stakeholders to ensure compliance with regulations, while maintaining a smooth user experience.

Results:

30% faster property management due to improved workflows.

50% better data access, leading to informed decision-making.

35% increase in user satisfaction, praised for ease of use and customization.

Boosted trust, attracting HNWIs and UHNIs to the platform.

Impact:

Impact: This transformation positioned Adventum Wealth as a leader in real estate investing. The user-centered design made the platform more accessible, secure, and engaging, setting a new standard in the industry.