Discovery & Insight
Revenue and Fees Enhancements:
Case Study
Context & Problem
The Advisor Portal had recently launched its first MVP — an experience designed to centralize key client information and reduce reliance on legacy systems. While the MVP successfully validated the need for a unified portal, it surfaced only the most essential revenue and fee data.
As advisors began using the MVP in real client conversations, new gaps emerged:
UX Designer
User Interviews
Qualitative Research
Interview Synthesis
Heuristic Review
Before: The MVP Experience
Strategic Framing
Design Strategy: Evolving the MVP
Because this was an MVP iteration, the strategy focused on enhancing, not replacing:
Build on the existing structure
This approach ensured that enhancements were incremental, safe, and aligned with product maturity.
Support advisor mental models
Maintain continuity with the MVP design language
Reduce reliance on external systems
Surface more revenue and fee data
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Interaction Design
UI Design
Information Architecture
After: The Enhanced Experience
The enhanced portal introduced:
Relationship‑level revenue
Trailing + projected revenue
YTD and prior year fees
Full fee schedule with tiers and breakpoints
Blended‑rate calculations
Minimum fee logic
A dedicated fee summary tab
Impact
By iterating on the MVP, the enhancements delivered:
Results
Value Delivered
Advisor Experience
More confident pricing conversations
Faster access to complete data
Reduced cognitive load
Operational Efficiency
Less manual math
Fewer cross‑system lookups
More consistent workflows
Business Outcomes
Reduced revenue leakage
More consistent pricing across markets
Stronger client trust
This is the story of an MVP maturing into a more powerful enterprise tool — driven by research, grounded in real advisor needs, and delivered through thoughtful enhancement.