Purpose Unlimited

Purpose Unlimited

Foundation Wealth Partners

Foundation Wealth Partners

Desktop, mobile web, print

Desktop, mobile web, print

True independence, with the support of a firm

Foundation Wealth Partners matches investors with wealth partners that uniquely fit their goals, means, and investment preferences. Their partnerships with wealth managers provide them with the resources and support they need to go independent.

Project

Responsive site redesign

Role

Product Design Lead

Design Strategy Lead

UX Researcher

Brand identity

Timeline

Q4 2024

True Independence, with the support of a firm

Foundation Wealth matches investors with wealth partners that uniquely fit their goals, means, and investment preferences. Their partnerships with wealth managers provides them with the resources and support they need to go independent.

Project

Responsive site redesign

Role

Product Design Lead

Design Strategy Lead

UX Researcher

Brand identity

Timeline

Q4 2024

Design process

Discovery

Review the brief and identify problems, define scope and opportunities

01

Strategy

Flows, site architecture, user journeys, personas

Get clarity on any outstanding questions at this stage

02

Ideation

During this stage, I map out the general outline of the site, typically manually on my iPad or paper on paper

These are rough concepts

03

Synthesis

Using the information and ideas developed in previous steps, prototype detailed framework of the designs (primarily wireframes)

04

Hi-fidelity designs

Review the brief and identify problems, define scope and opportunities

05

Content refinement

Educational portion of site

Services

Technology offerings

Client services

Partner services

Company history & values

Team

Headshots and bio introductions

About

Functionality of partnership

Investment philosophy

Investment strategy

Educational portion of site

Content refinement

Services

Technology offerings

Client services

Partner services

Company history & values

Team

Headshots and bio introductions

About

Functionality of partnership

Investment philosophy

Investment strategy

Universal site assets

Footer

Find a partner, custom landing pages

Partner tools

Custom landing page

Technology offerings

Client services

Partner services

Company history & values

Content sharing

Community updates, articles, videos, podcasts, news, etc.

Personability

Contact information

Practice overview

Bio and credentials

Team member bios

Find a partner, custom landing pages

Partner tools

Custom landing page

Technology offerings

Client services

Partner services

Company history & values

Content sharing

Community updates, articles, videos, podcasts, news, etc.

Personability

Contact information

Practice overview

Bio and credentials

Team member bios

Find a partner, custom landing pages

Partner tools

Custom landing page

Technology offerings

Client services

Partner services

Company history & values

Content sharing

Community updates, articles, videos, podcasts, news, etc.

Personability

Contact information

Practice overview

Bio and credentials

Team member bios

Database, resource, custom pages

Planning, prototyping

Approach

Detailing these sections prior to high-fidelity implementation is necessary to validate the scopex

Prototyping

Wireframing, user journeys, user flows

Flows

Flows organize the information into categories, journeys, experiences and allow us to identify any gaps that still exist

Find a partner, custom landing pages

Partner tools

Custom landing page

Technology offerings

Client services

Partner services

Company history & values

Content sharing

Community updates, articles, videos, podcasts, news, etc.

Personability

Contact information

Practice overview

Bio and credentials

Team member bios

Partner and firm-wide thought leadership database

Partner and firm-wide thought leadership database

Resource library

Resource library

Partner and firm-wide thought leadership database

Intention

  • Compiles all 'resources' uploaded by partners and firm

  • Allows prospect clients and partners to learn from other independent wealth managers

  • Lead generation to partners' landing pages through organic search

Resource types

The resource modules are configured similarly so they can be displayed together on the larger resource library

  • Blog articles (richtext)

  • Videos

  • Audio (podcasts)

  • News articles (external links, preview)

  • Community update (richtext)

Functionality

  • Search: keyword

  • Browse categories (default: all), sorted by media type

  • Navigate to author's landing page to contact them or learn more about their practice

  • Subscribe to receive notifications when FWP partners upload content

Wireframes

Mid fidelity, fleshing out details

Style guide

Labels

Primary buttons

Accent buttons

Type (Aileron, various weights and sizes)

The quick brown fox jumps over a lazy dog.

The quick brown fox jumps over a lazy dog.

The quick brown fox jumps over a lazy dog.

The quick brown fox jumps over a lazy dog.

The quick brown fox jumps over a lazy dog.

H1

The quick brown fox jumps over a lazy dog.

H2

H3

H4

The quick brown fox jumps over a lazy dog.

The quick brown fox jumps over a lazy dog.

P1

P2

P3

P4

Investment data

Information hierarchy, data visualization

Private Assets Workshop

Private Asset Platform

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"Design should be visually powerful, intellectually elegant, and above all, timeless."

—Massimo Vignelli

Home

Morgan Fiddes-Waldon

Designer

Design should be visually powerful, intellectually elegant, and above all, timeless.

—Massimo Vignelli

Home

Morgan Fiddes-Waldon

Designer

Design should be visually powerful, intellectually elegant, and above all, timeless.

—Massimo Vignelli

Home

Morgan Fiddes-Waldon

Designer

Design process

Discovery

Review the brief and identify problems, define scope and opportunities

01

Strategy

Flows, site architecture, user journeys, personas

Get clarity on any outstanding questions at this stage

02

Ideation

During this stage, I map out the general outline of the site, typically manually on my iPad or paper on paper

These are rough concepts

03

Synthesis

Using the information and ideas developed in previous steps, prototype detailed framework of the designs (primarily wireframes)

04

Hi-fidelity designs

Review the brief and identify problems, define scope and opportunities

05