Deutsche Wealth Online +

Redesigning portfolio management for Deutsche Bank. Modernized the desktop experience for 22k+ wealth managers to navigate portfolios, insights, and transactions with clarity and speed.

I was the sole UI designer, and partnered with 1 Product Owner, 2 UX Designers, and 2 Engineers to align on information architecture and interaction patterns.

My contributions:

  • Visual redesign — Modernized the entire UI language, moving from horizontal to vertical navigation
  • Navigation architecture — Integrated portfolio selection into sidebar, eliminating navigation clutter
  • UI pattern — Designed a Banner + Tabs pattern (Progressive Disclosure) that scales across multiple portfolio types
  • Dashboard (Home) redesign — Structured hierarchy into hero metrics → alerts → portfolio grid → tabs, enabling 1-second portfolio understanding
  • Component hierarchy — Designed insight cards with one-action-per-card governance, reducing cognitive load and support tickets
Deutsche Wealth Online redesigned home dashboard with vertical navigation and portfolio grid

The challenge

The old dashboard had a horizontal navigation model that was difficult to scale. Portfolio navigation competed with global actions. Tab-based architecture felt ad-hoc across different portfolio types. Hierarchy fell apart — users struggled with information overload and actions weren't prioritized by importance.

Deutsche Bank legacy dashboard with horizontal navigation and tab-based portfolio views

The Redesign

I redesigned the entire visual language. I led the UI pattern redesign, moving navigation to a vertical sidebar, integrated portfolio selection, and created a scalable banner + tabs system that worked across all portfolio types while maintaining information hierarchy.

The outcome was a cleaner, faster experience where wealth managers can locate portfolios and the information they need in seconds, and access insights without friction. Every decision prioritized a high-level glance and progressive disclosure to manage complexity.

Redesigned Deutsche Wealth Online home screen with hero metrics and portfolio cards
Sidebar navigation, CIO Insights, and feature highlights in the redesigned dashboard
All portfolios view with standing orders table and portfolio summary banner
Standing orders table with security, order type, quantity, price, and status

The Outcome

I delivered production-grade designs to the engineers, who built an MVP prototype. This MVP was tested with 27 users in task-based sessions built around one question: could a client answer "how is my wealth doing?" without help. I didn't have comparison metrics against the old dashboard, so there's no percentage lift to claim. What the test gives me is direct evidence that the new design did its job.

What I found is that 19 / 27users located their total wealth and read their direction of travel from the banner alone. What it confirmed: progressive disclosure was the right call. The layered model didn't just look cleaner — it matched the order in which clients actually ask their questions, which is what made the dense data feel manageable instead of overwhelming.