Unifying Advisor Workflows into a Modern Self-Service Platform
A complete redesign of Veriti’s Console into First Trust’s Bespoke application for Custom Wealth Solutions (CWS). By modernizing UI patterns, simplifying dense workflows, and embedding self-service capabilities, Bespoke empowers advisors while reducing operational dependencies.
Role
Senior Product Designer
Company
First Trust Portfolios
Timeframe
2022 — 2025
The Challenge
Dense Workflows
Console’s onboarding required advisors to navigate through extensive forms and nested boxes, slowing down setup.
Ops Bottlenecks
Many advisor requests had to be manually handled by Operations, increasing turnaround time.
Limited Scope
Console primarily served Direct Indexing (DI); Bespoke needed to expand functionality to include Custom Option Strategies (COS).
Streamlining onboarding and empowering advisors through self-service was essential to scale.
Team
Jordan Freitag
Software Developer
Johannes Byle
Engineer
Valor Poland
Product Manager
Drew Baker
Senior Product Designer
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See detailed workflows, before/after UI comparisons, and deeper design decisions behind Bespoke.
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