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Our web application had an outdated user experience and a 5 yr old design.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

How To Implement Design Thinking In Banking

Find out what is the definition of the Design Thinking in banking, what steps the process includes and how to implement Design Thinking to overcome challenges.

Applying Neuromarketing to Digital Banking Apps and Fintech Design

Despite a decade of digital innovation, financial services often remain cold and overwhelming. At UXDA, we use neuroscience and neuromarketing to transform emotion into engagement. Discover how neuromarketing transforms digital banking by addressing emotional barriers, building trust, and creating empowering user experiences.

Digital Banking Competitive Advantage: Why Customer Experience Beats Feature Parity

Financial brands have long competed on speed, safety, and features—but real loyalty comes from emotion, not functionality. As expectations shift from efficiency to feeling, the winners will be those who design relationships, not just interfaces. This article shares 10 principles to turn financial apps into emotionally engaging growth engines.

10 Signs Your Banking App Urgently Needs a UX Redesign

It is vital for financial product success to deliver according to customers’ needs and wants. How is your banking doing at tackling the challenges of the experience age?

TOP10 Misconceptions About The Financial UX Design

Thousands of digital financial services do not achieve their goals. This is partly due to the design or, specifically, to the financial UX design misconceptions.

Digital Banking Experience Disconnect: Why Customers Struggle With Banking App UX

When banking executives face costly digital transformation, they often wonder why customers complain about their "intuitive" services. The real issue isn't the users but the complex and unintuitive interfaces they navigate.

UXDA Wins the World-Famous IF Design Award

UXDA has received one of the most prestigious design prizes in the world - the IF Design Award. UXDA was awarded in the Service Design category for the voluminous UX transformation of the ITTI Digital core banking solution.

Dopamine Banking: 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.

Impact of Banks M&A on Digital Customer Experience in Banking

Merging banks without a strong digital experience strategy risks losing 55% of customers. M&As aren’t just about growth—they’re a chance to elevate digital UX. With the right strategy, banks can modernize, align, and create seamless experiences.

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.