Wealthscape is a web-based execution platform that empowers registered investment advisors, broker-dealers, banks, and family offices to digitize and streamline their operations.

Designed to support the full ecosystem—from home offices to advisors and investors—it delivers a seamless, integrated experience across both web and mobile platforms.

Unified Digital Experiences for Institutional Clients

As Lead UX Designer, I’ve driven the end-to-end experience across key areas of the Wealthscape platform, leading user research, testing, and interviews to ensure our solutions are grounded in real user needs. My design contributions span both investor and advisor experiences, including:

  • The new Estimated Income page

  • Account Profile pages for both investor and advisor views

  • Completely revamped trading features for the advisor mobile app

  • Simplified Positions, Beneficiary Tiles, Balances Over Time, Tax Forms, and Total Balance Cards

Currently, I’m focused on enhancing visibility into insurance and annuities, enabling users to understand better and manage these crucial components of their financial portfolios.

Fidelity E-Delivery Initiative
As Lead UX Designer, I contributed to Fidelity’s enterprise-wide e-delivery initiative, focusing on the Fidelity Institutional (FI) Wealthscape platforms. I led user research, testing, and design for enrollment flows that enable clients to opt into electronic delivery of key documents, such as statements, trade confirmations, and tax forms.

My work helped streamline the enrollment experience, making it more intuitive and accessible across both web and mobile platforms. This initiative not only improved user adoption and satisfaction but also supported Fidelity’s sustainability goals by significantly reducing paper waste and mailing costs.

Through close collaboration with product, research, and development teams, I’ve helped shape a more intuitive, accessible, and scalable platform, empowering users to manage their financial lives with greater clarity and confidence.

Wealthscape Investor - Website

Empowering Clients with Seamless Account Management

Wealthscape Investor is a digital platform that enables clients to manage their brokerage accounts with ease—from anywhere, on any device. Users can view positions and balances, monitor activity, access market research, and securely manage important documents. The personalized homepage offers a clear snapshot of account health, including recent transactions, asset allocation, and top holdings.

The platform supports a wide range of self-service capabilities, including trading stocks, options, mutual funds, and ETFs; depositing checks; transferring funds; and accessing tax documents and statements. Clients can also opt into electronic delivery for key communications such as trade confirmations, prospectuses, and shareholder reports.

Integrated cash management features—like direct deposit, online bill pay, and debit card services—give users the flexibility to invest, save, and spend from a single, unified experience.

Wealthscape Mobile

Empowering Advisors On the Go

Designed for brokers and advisors with access to Fidelity’s Wealthscape platform, the Wealthscape Pro mobile app delivers critical brokerage functionality in a secure, responsive mobile experience. Available on phones and tablets, the app enables advisors to access account information, manage client needs, and stay connected to their practice—anytime, anywhere.

With many of the core features from the Wealthscape platform, the mobile experience enhances advisor efficiency while supporting a consistent, enterprise-grade design across devices..

Wealthscape Investor Mobile

Brokerage Access at Your Fingertips

The Wealthscape Investor mobile app empowers end-investors to manage their brokerage accounts securely and efficiently from any mobile device. The latest version introduces an enhanced user experience, enabling investors to navigate more intuitively and access key account information—precisely when they need it.

Future Enhancements

  • Wealthscape Investor

    We will soon be adding a user profile, simplifying the homepage and increased metric views.

  • Wealthscape Mobile

    We are in the process of adding mobile trading to the advisor app. We will soon be implementing money movement and beneficiary information.

  • Wealthscape Investor Mobile

    We will soon be introducing money movement and for the investor app.