Client Portal Revamp for Wealth Management Company
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UX/UI Design
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UX Strategy
- Confidential
- July 2024 - Aug. 2025
"Rooftop Tech Hub was very proactive and suggested new ideas to improve the client experience."
- Financial services
- Montevideo, Uruguay
- 11-50 Employees
- Online Review
- Verified
Rooftop Tech Hub redesigned and developed a wealth management company's client portal. The team created a style guide, developed high-fidelity, responsive designs, and implemented the frontend.
Rooftop Tech Hub's work received positive feedback from end customers. The team was proactive, suggesting new ideas to improve the portal and hosting weekly meetings to discuss solutions. They communicated effectively and quickly responded to errors, using Google Docs and Postman to collaborate.