
NeoFinDesk · InvestValue Fintech
Lead Product Designer2025 to PresentDesktop web
Twelve asset classes in one wealth desk for advisors and their clients
Mutual funds, AIFs, PMS, pre-IPO equity, bonds, insurance, loans and more ran as disconnected workflows. I designed them into one order pipeline for wealth managers, with client onboarding in a drawer over the order so the advisor never loses context.
6× faster client onboarding · 40+ institutional partners · 500+ distribution partners