Retirementplaninsights
About this proudct
Role: UX/UI Design, Visual Design
Platform: Responsive Web
Objective:To design an intuitive and impactful digital experience that helps retirement plan sponsors and financial advisors evaluate the health of their retirement plans and take action to optimize outcomes for their organizations and plan participants.
Overview:RetirementPlanInsights is a scalable, personalized digital tool designed to guide plan sponsors and their advisors toward better retirement plan outcomes. The experience aims to spark awareness around retirement plan wellness and empower users to take meaningful action for both business and participant success.
Retirementplaninsights (Advisor Site)
About this proudct
The RetirementPlanInsights Advisor Site has been designed to facilitate Advisors in establishing their personal accounts for client engagement purposes. This platform provides Advisors with a suite of tools aimed at enhancing their practice scalability and strengthening their existing client relationships. By leveraging these resources, Advisors can distinguish their firm and effectively showcase their value proposition
