FinEdge Dashboard Redesign

Data visualization overhaul improving user engagement

Project Overview

FinEdge's investment platform needed a complete dashboard redesign to improve usability and help clients better understand their portfolio performance. We transformed their complex financial data into clear, actionable visualizations that increased user engagement and satisfaction.

Client

FinEdge Wealth Management

Platform

Web Application

Project Duration

14 weeks

Users

35,000+ investors

Redesign Goals

  • Reduce cognitive load for novice investors
  • Surface key insights faster
  • Improve mobile responsiveness
  • Increase actionability of data
  • Maintain precision for advanced users

Key Improvements

1. Simplified Navigation

Redesigned information architecture reduced clicks to key actions by 42%

2. Dynamic Visualizations

Interactive charts with drill-down capability

3. Personalized Views

Role-based dashboards for different user types

4. Actionable Insights

AI-generated recommendations with context

Results

58%
More daily active users
3.2x
Increase in feature usage
4.9★
Satisfaction rating

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