Fund Management Platform
UX/UI research & redesign · Fund investment platformClient: Confidential (asset management)
This engagement covered UX research and redesign for a fund management platform — from competitive analysis and heuristic evaluation through to a redesigned information architecture and usability-tested prototypes. Client details are kept confidential at their request.
The existing site felt formal and information-dense, which created distance for newer, digital-native investors. The brand wanted to shift from feeling like a traditional financial institution to a more approachable, trustworthy guide for people building long-term wealth, without losing the credibility experienced investors expect.
ByteDash led discovery and UX research — analytics review, competitive analysis against other fund platforms, and a heuristic evaluation of the existing site — then translated findings into a redesigned sitemap, an accessibility-focused design system (WCAG 2.1 AA), and high-fidelity prototypes. Four rounds of moderated usability testing with real investors, across experience levels from novice to expert, validated the direction before handoff.
A research process, not a redesign guess.
Reviewed analytics, interviewed stakeholders, and audited the existing site to understand what was working and what wasn't, before proposing any changes.
Restructured navigation and content grouping around how people actually look for information, not around how the organisation is structured internally.
Assessed the existing site against established usability heuristics, turning vague impressions into specific, actionable issues tied to exact pages.
Ran moderated sessions with real investors across experience levels, testing the redesigned flows against real tasks rather than assumptions — 97–100% task success across the four scenarios tested.
Delivered a full design system and high-fidelity, developer-ready screens, refined against direct testing feedback before handoff.
Specific issues, not vague impressions.
Getting lost in the site
Issue — No indication of where someone was within the site, once they were a few clicks deep.
Fix — Added breadcrumbs and consistent location cues across every deep page.
Inconsistent interactions
Issue — The same action — like viewing more detail — used different button and card styles depending on the page.
Fix — Unified interactive patterns so the same action always looks and behaves the same way.
Too much to read, too little to scan
Issue — Dense, text-heavy pages made it hard to tell what actually mattered.
Fix — Restructured content around scannable sections, clearer hierarchy, and more breathing room.
Losing key tools while scrolling
Issue — Filters and utilities people needed repeatedly disappeared as soon as they scrolled past them.
Fix — Made frequently used tools persistent, so they stay within reach during the task.
The original site read as text-heavy and dense, making it hard to know what to focus on. The redesign grouped content by user intent, added clearer visual hierarchy, and gave every page room to breathe, so people could scan for what they needed instead of reading everything.
97–100% task success across usability testing.
Four moderated scenarios, run with investors from first-time to expert, tested whether the redesign actually worked, not just whether it looked right.
Checking an existing fund's performance
Researching a new fund in detail
Comparing two funds side by side
Finding recommended funds
IEA
A responsive web platform built to help manage assets more clearly.