Financial planning platform for clients to manage assets with
financial advisors
Orion Advisor Technology offers financial wealth management systems for customers to manage assets with their financial advisors. During my time there, I collaborated with a cross-functional team and designed 3 different features for Orion's mobile app experience. I also facilitated 2 research studies on the existing platform, and improved the mobile experience based on research findings. Due to NDA, I'm unable to share details about the project. To learn more, please contact me directly