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Our web application had an outdated user experience and a 5 yr old design.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

Toxic Behaviors to Avoid: Building a Sustainable Culture of Innovation in Banking Product Teams

In digital finance, many banks face a hidden barrier: dysfunctional team dynamics. Common fixes miss the root cause—toxic behaviors that block innovation and user-centered design. Discover what these toxic behaviors are and how to fix them in UXDA’s latest article.

UXDA's AI Banking Design Wins A'Design Award Gold in Italy

UXDA received the Gold Award for the AI conversational banking app UX/UI design in the most prestigious and renowned Italian design competition A’ Design Award.

Goalry UX Case Study: Immersive Mall Experience Beyond Finance

Goalry approached UXDA with a very challenging idea - to design a digital financial shopping mall full of different products that help people reach their financial goals in an engaging and intuitive way. We created an innovative 3D dashboard for finance, aimed at further development in the Metaverse

UXDA Receives Red Dot 2025 for Liv X Lifestyle Banking Experience

UXDA has won another Red Dot Award in "Interface & User Experience Design" for Liv X — the UAE’s first lifestyle-driven digital banking app, powered by Emirates NBD. This recognition reinforces UXDA’s role as a financial UX pioneer, redefining how banking apps enhance modern lifestyles.

Here's Why Open Banking is the Future of Fintech Experience

Total digitalization has brought changes to the financial industry and the open banking revolution will make UX design crucial in the future.

Digital Banking Breakthrough Success Story: From Outdated to Award-winning Core Banking

For anyone who knows how the banking back-office system looks like it would be a surprise that something of such complexity can win the Academy award of design - the IF design award. There’s a story behind every grand victory and we want to share it with you today.

The $23B Cost of Sales-Driven Mindset in Retail Banking

We highlight the differences between thinking in a “new way” versus “the old one.” These differences can explain why some products are successful in the modern digital environment while others are not.

UXDA's Brand Purpose Unleashed: Our Rebranding Journey

We are eager to share how we found a way to integrate a brand's soul into a visual identity with an elegant solution that required us to look deep into the purpose of our work.

UXDA Is One of TOP15 Leading UX Agencies

In its annual study, Washington D.C. based B2B research firm Clutch analyzed the activities and reviews of 121 UX design agencies worldwide and identified TOP15 leading studios of 2017. According to this published research, UXDA design studio is ...

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.