White label products for business to business clients.

Client Statements were designed as a white label add-on product for enterprise clients to replace their existing, often unattractive statements that are distributed to their clients.

These statements give an overview of holdings in different accounts, as well as simple graphs that show growth and loss, holding mixes, and more.

The project was built with a team, including a project lead, developers, Certified Financial Planner, and myself as the UX/UI and product designer. The process began with research into other solutions that existed, pinpointing how they could be improved in how they communicate the necessary information, as well as how they appear from a visual standpoint.

Clients can change the colours, fonts, logos, effects, and add optional marketing materials to the product.

A Sample Statement.