back to latest articles

UX Design Review: What Private Wealth Systems Said About UXDA

0

UX Design Review: What Private Wealth Systems Said About UXDA

We were delighted to design the user experience for an exceptional product - wealth management platform for UHNWI for Private Wealth Systems. Thanks to the independent review platform Clutch, you have the opportunity to find out how this cooperation went on and read the interview with our client. The review collected by Clutch was given by the Founder of Private Wealth Systems based in Charlotte, North Carolina, USA.

About the Project

  • Client: Private Wealth Systems
  • Case: UX Design for a wealth management platform
  • Time: 6 months

UXDA-portfolio-Private-Wealth-Systems-V1.jpg

Project summary:

An early version of the app was released and was received positively from external stakeholders. They noted its visual appeal and usability. Communications with the client were brief but insightful and the team was highly receptive to their feedback.

UXDA-portfolio-Private-Wealth-Systems-V11.jpg

Feedback Summary

UXDA was hired by a fintech firm to redesign their web app's UI and improve UX.

UXDA's knowledge, focus, and flexibility were all impressive. The design aesthetic is wonderful but UXDA also highlighted areas where the user experience could be improved so they added value. I am simply blown away by the UXDA team’s attention to detail, thoughtfulness, and thoroughness. And the people are smart, nice, and fun to work with.

UXDA-portfolio-Private-Wealth-Systems-V2.jpg

The Interview

Why Did Your Company Hire UXDA?

Our web application had an outdated user experience and a 5 yr old design. We hired UXDA to create a new design and improve the user experience.

We want to create a design for a new version of our system within 4 months so development could begin and the first product launched would be complete within 12 months of hiring UXDA.

How Did You Make the Selection?

Their team had specific industry experience. I didn't have to teach them our industry - very important.

Please Describe the Project Scope

UXDA was responsible for understanding my vision and taking the vision to create a new UI/UX. I would create sketches in powerpoint, explain them, and the rest UXDA did.

We had a team of 3 to 5 people from UXDA. I was the only person on my team dedicated to the project which meant UXDA had to do most of the work.

Share any Outcomes From the Project

We are currently developing the application based on completed designs. Early indication is very positive from clients who have seen the new look and feel.

How Effective Was the Workflow?

Fantastic. One of the best I have had. They were quick, detail oriented, and had strong follow up.

What Did You Find Most Impressive or Unique About UXDA?

Their knowledge, focus, and flexibility were all impressive. The people are smart, nice, and fun to work with.

Get UXDA Research-Based White Paper "How to Win the Hearts of Digital Customers":

If you want to create next-gen financial products to receive an exceptional competitive advantage in the digital age, contact us! With the power of financial UX design, we can help you turn your business into a beloved financial brand with a strong emotional connection with your clients, resulting in success, demand, and long-term customer loyalty.

Share:

Listen to our podcast:

More from our blog

Perfecting Digital Banking Interfaces Through Apple-Inspired Discipline

Many banks believe that packing their apps with countless features and the latest technology will attract and retain users. However, this approach often results in the opposite effect, driving users away due to overwhelming complexity.

13 Best Lessons from Leading Tech Brands for Financial Service UX Design

Imagine the ease of one-click Amazon buys or Netflix’s perfect picks—these UX breakthroughs power billion-dollar brands. Discover 13 lessons from tech giants and how to apply them in finance.

What Do the Financial Experts Say About UXDA's Work?

You will be surprised to hear what our customers reveal about UXDA work process in independent Clutch research. I am happy to announce that UXDA’s NPS (Net Promoter Score) has reached 76 points — the same level as Apple, Amazon, and Netflix.

Case Study: Luxury Mobile Banking App UI Design for Emotions

The case study of multi-awarded Light Bank guides how to design the simple and beautiful luxury banking mobile app, at the same time keeping the full-scale banking functionality.

Million Dollar Question: Why Users Reject Easy Banking Solutions

Why do users sometimes still put up with complex banking services, even though they might have experienced an alternative that's much more easy and user-friendly?

UXDA Delivers Design for Best Digital Banking Platform Vendors

UXDA team is happy to see our partners between TOP11 global banking software vendors and is grateful for the opportunity to reinvent financial industry through customer-centered financial design.

UX Case Study: Implementing AI to Shape the Future of Spatial Banking

Apple Vision Pro could start the next digital revolution. Wizards from Cupertino offer a mind-blowing spatial experience on the visionOS platform. But how could spatial banking feel and look?

Financial AI in Practice: 21 Case Studies of Artificial Intelligence in Banking CX

This article explores how 2024 became the breakthrough year for AI in banking—no longer a future experiment, but a strategic powerhouse reshaping digital customer experience. Discover how leading banks are using AI to unlock deeper personalization, smarter self-service, and faster, more human-centric digital interactions.

If AI Easily Replicates Your Product—How to Build a Financial Brand's Systemic Advantage?

AI is rapidly commoditizing digital product execution in finance, making traditional “good enough UX” insufficient as a source of differentiation. This article examines why financial institutions must shift from interface optimization to systemic UX governance—aligning strategy, brand and decision-making to build trust, loyalty and sustainable competitive advantage.

ABOUT THE AUTHOR

Alex
Alex, Founder & CEO

Alex has dedicated half of his life to studying human psychology, as well as business success, developing 100+ digital projects and 30+ startups. He spent 10 years researching UX and finance to create UXDA's methodology. Alex is a passionate visionary who's capable of solving any challenge to improve the financial industry.

Linda
Linda, Co-founder/ COO/ CFO

Linda is a source of endless energy. An education in international business management and years-long experience with 20+ digital startups has made her a dedicated strategic thinker who solves any problem with grace. No mission is impossible for her. Linda's responsibility and punctuality have become a legend around the agency.