Client Management Dashboard
Complii Admin Web Interface
Redesigned a financial advisor management system to streamline data handling, consolidate scattered workflows, and reduce friction for admins with cleaner, modular design.
Client
Complii
Services
Visual Design UI & UX Design
Industries
Financial Technology
Date
Jul 2023
The project centered on an internal admin interface used by operations teams to manage financial advisors’ data and information. The primary users were managers who needed to monitor advisor-client relationships and ensure everything stayed compliant. I worked as a design executor, collaborating closely with other designers while aligning with the design lead’s direction. My responsibility was to take requirements and research, then translate them into structured, user-centered designs that improved efficiency and clarity.
The Challenge
The existing system had a reputation for being clunky and inefficient. Data was scattered across multiple screens, forcing admins to click endlessly just to perform simple actions. With an outdated UI and poor usability, managers often struggled to quickly identify important information.
This was a redesign project—revamping the interface without rewriting the backend. Two major constraints shaped the work:
Strict compliance requirements for financial data, which limited how certain information could be displayed.
Legacy backend systems, which meant we had to design within technical realities.
The Process
To move forward efficiently, I leaned on a mix of inherited work and collaborative iteration:
Requirements: We had an existing user journey map to anchor design decisions, supplemented by feedback gathered by our design lead from stakeholders.
Collaboration: Daily check-ins with the design team kept progress transparent, while weekly stakeholder meetings ensured alignment and timely feedback.
Methods: I mapped user flows, built wireframes for dashboards and permission settings, and then created interactive prototypes to test key interactions before finalizing.
This process required balancing communication, structure, and adaptability—ensuring that our designs met both user needs and regulatory expectations.
The Design Solution
The redesign introduced clarity, modularity, and speed to what was previously a fragmented experience:
Quick actions for efficiency
Added shortcuts for commonly used features, reducing repetitive steps.
Simplified forms
Streamlined data entry for editing advisor information, making fields clearer and less overwhelming.
Modular sections
Consolidated advisor information into easy-to-scan blocks rather than spreading it across multiple screens.
Improved information management flow
Restructured how admins configure and assign advisors, cutting unnecessary detours.
“Wow” factor: modal approach
Instead of forcing users to jump between multiple pages, the new modal system allowed editing directly within the current context. This drastically reduced time and clicks needed for small but frequent actions.
The Outcome
The result was a cleaner, more efficient structure that stakeholders praised for its clarity and usability.
Impact: The modal approach reduced the time needed to manage user information from multiple clicks across several pages to a single click within context.
Business value: Managers could now complete routine tasks—like updating advisor data or adjusting permissions—without losing track of where they were.
Personal takeaway: I learned firsthand how to balance usability with compliance requirements, and how modular, contextual design can make even legacy systems feel modern and intuitive.
Reflections & Fun Bits
Before the redesign, making the smallest change—like updating an email or resetting a password—required jumping to separate individual pages, making workflows unnecessarily long and confusing.
The soft skills I leaned on most were adaptability (navigating compliance and technical constraints), collaboration (working smoothly with teammates and stakeholders), and empathy (thinking like an admin buried under repetitive tasks).
