HOLISTIPLAN
Holistiplan is a tax-planning web app/software that has won many awards, and continues to be an invaluable tool to the financial planners is serves. Tax planning is already complicated enough, and when advisors are juggling multiple clients, Holistiplan allows them to work efficiently and precisely.
This project started as a design and UI update to their marketing site for seamless promotion of the company.
After the marketing site was complete, the web app/software itself needed some major improvements to continue serving their financial advisors well.
A major UI and design refresh was in order first, making sure the design system was complete and made in a way to elevate the brand and make it more accessible.
After updating many of the element, the real work started. Holistiplan would start by providing exactly what a section or page did and why it was important. They would list out the key features and resources, then we would discuss to create further understanding, and so I could ask questions about what user conventions they were used to because that's what made sense to them or if certain usability changes would be welcome.
Once we came to mutual understanding and agreement, we would create versions of the section or page and create an interactive mock up for the Holistiplan team to test.
After revisions and different iterations were worked through, we would release to a test group of their customer base and get feedback. From this feedback we would make necessary changes until the section was truly a beneficial update for the financial advisors then launch it.
We slowly made our way through each page and section, constantly iterating, tweaking, and making the software a better experience for their clients.
Web Design
Responsive Layout Design
UX Design
UI Design
Creation of Marketing Materials for Promotion
