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Our web application had an outdated user experience and a 5 yr old design.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

Fintech App Design: 10 Latest Mobile Banking Trends

Is it possible to unite dozens of traditional banking features in a single Neobank app? The answer is “yes” if you combine cutting-edge technological innovations and banking user experience.

Financial Services Design: Building Reputation for the Experience Economy

What is the most valuable thing in any company that can be built and developed over 20 years, but can be destroyed in five minutes? It is brand reputation.

Liv Bank Case Study: Lifestyle-Driven Innovation of MENAT Digital Banking

Through a strategic and forward-thinking UX approach, we expanded the Liv ecosystem to three groundbreaking solutions: the Liv X app for seamless lifestyle and financial management, an immersive spatial banking experience for enriched user engagement and the Liv Lite app to empower children's financial education.

CRDB Case Study: Moving from Standard Digital Banking to a Future-Focused Brand in Africa

CRDB Bank, a leading financial institution in Tanzania, recognized the need to transform its outdated mobile app into a cutting-edge solution for the future. By partnering with UXDA, CRDB not only modernized its app but also reinforced its reputation as the bank of tomorrow.

Breaking Institutional Self-Deception to Improve Banking Customer Experience

Financial companies and banks worldwide are investing heavily to improve customer experience in banking. Despite these genuine efforts, many banks struggle to achieve the desired results. The culprit? Self-deception.

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!

What The Banking World Can Learn From The TERRA Tragedy

The sudden crash of the Terra coins Luna and UST has proven to be a very painful lesson for the financial world. People need trustworthy financial services that are stable and won't make people lose their entire life savings in 24 hours.

The Rise of “Dopamine Banking”: How Fintechs and Neobanks Are Redefining the Customer Experience

Fintech disruptors and neobanks are transforming finance with “Dopamine Banking”—where flashy visuals, gamified challenges, and social interactivity turn every tap into a rewarding experience. This blend of emotions and entertainment is reshaping how we view financial services.

How to Choose the Best Banking Software Vendors in Terms of UX

The digitalisation of the banking industry is rising, especially due to ready-to-use digital banking solutions provided by IT vendors. But are these solutions really best for their users? What threats can appear for the financial industry in the future...

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.