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Our web application had an outdated user experience and a 5 yr old design.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

Digital Banking UX Design: Challenges & Opportunities

20 straightforward banking UX design trends, challenges and opportunities to create amazing financial services.

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.

From Outdated to Outstanding: 10 Shocking Before and After UX Redesigns in Fintech

Today's consumers seek seamless, intuitive and emotionally resonant interactions with their financial institutions. We offer ten examples of how financial products can be transformed to exceed expectations and create an emotional connection through a stunning UX design by UXDA.

UX Audit: The Key to Digital Banking Excellence Everyone’s Ignoring

Customer-centric UX audit bridges the data and human experience, transforming raw information into actionable insights. This approach is not about embarking on grand, resource-intensive research projects but about switching angles to detect the most impactful areas for improvement.

UX Design Review: What SurePrep, Part of Thomson Reuters Said About UXDA

We are honored to enhance the user experience for a next-gen product for the tax automation software and services leader SurePrep, part of Thomson Reuters, USA.

UXDA Wins German Design Award for a Financial SuperApp Design

We’re proud to share that UXDA has been honored with the prestigious German Design Award 2025 by the German Design Council for the my.t money SuperApp in the "Excellent Communication Design" category!

Design Maturity: The Hidden Danger that Blocks Innovation in Banks

A study by InVision surveyed 2,200 companies worldwide, revealing that design maturity significantly impacts key business success indicators. Mature companies with a strong design focus enjoy a five times higher impact on revenue, cost savings, and time to market compared to less mature ones.

Immersed in Dopamine: UXDA’s 10‑Year Anniversary at Digital Art House

In 2025, UXDA celebrated 10 years of transforming the financial industry through emotional user experience design, growing from a bold startup into an award-winning agency with a global impact, serving nearly 100 clients across 39 countries and millions of users worldwide.

Perfecting Digital Banking Interface: Try It the Apple Way

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.

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.