Who are you?
WealthVue is a goal based financial planning system designed for professional financial advisers, dealer groups and financial services institutions.
Unlike most systems that start with assessing an investors risk profile, WealthVue starts with understanding the investors lifestyle needs, expectations and goals.
Financial planners value the support WealthVue provides in managing daily tasks - prospecting, qualifying, interviewing, educating, collecting data, setting client expectations, gaining commitment, reviewing and complying.
WealthVue is part of the OneVue family. OneVue is an innovative, Australian financial services company that has created Australia's first Unified Managed Account (UMA).
What do you need?
A new look and feel for our WealthVue application (goal based financial planning tool)- www.cgps.com.au is being rebranded WealthVue. See detailed brief.
A new look and feel for the virtual help.
We wish to modernise the execution of our 'online tips'. We want to look and sound educational and knowledgeable without sounding condescending. The design must be appropriate for financial advisers and their clients.
We want to focus peoples attention. We are looking for a design that is simple yet captures creativity, intelligence and problem solving and that has a personal, professional, helpful persona. The design must work with and support OneVue. See detailed brief.
WealthVue is designed to be used in front of clients as part of an advisory tool kit and to interface and integrate with a dynamic Microsort CRM system. Important: It can look different.
Who Is Your Audience?
Target audience includes Financial planners and their dealer groups, Accountants, Self Managed Super (Pension) Fund (SMSF) investors and High net worth individuals.
WealthVue saves planners time by providing the tools they need.
a. Presentations and marketing materials to help with prospecting.
b. Quick plan to show clients whether current financial planning is enough to meet their goals
c. Pocket Guides offer easy to understand information that help to set client expectations and explain the financial planning and investment process being used
d. Fact Find enables advisers to safely capture and store client financial information for modeling.
e. How much is enough
f. How to fund your desired lifestyle
Financial planners are likely to use WealthVue when they are trying to improve their service delivery to clients and trying to form a better rapport with new clients.
We Like These Examples
Design style: It is important that the web page is clean, modern, educational, dynamic, interesting and personal. The design must be appropriate for financial advisers and their clients. The simplicity of the pages is important to focus peoples attention. We want something simple that captures creativity, intelligence and problem solving and that has a personal, professional, helpful persona.
Important: The design must work with and support OneVue. See attached screen grabs below.
We Absolutely Must Have
Please focus on the use of color to create layered spaces and provide distinction between different areas. Do not include a multitude of pictures that take up space.
New skin for application must work with our new secure landing page. See brief.
The application as two different views. The dark blue banner is the advisers view. The yellow banner is the clients view.
The execution must be professional. Graphics must be fast loading. Font must be easy to read and content easy to understand.
The virtual conversation must integrate smoothly with the OneVue family.
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