Ginvest is a prominent Spanish financial advisory and asset management firm. For this project, I designed a proprietary Financial Planner—a strategic desktop tool created to streamline how Ginvest’s advisors perform deep-dive client diagnostics. The platform serves as a professional workstation to manage complex portfolios and generate high-value projections for the firm’s private wealth clients.
Year
2026
Client
Ginvest
20+
Screens designed from specs — complex data-dense dashboards
0 rev.
Approved without major revisions — shipped directly to production
3 months
Full IA + UI + design system delivered for a B2B fintech tool
Live
In active development — product continues to be built on my foundation
Approach
Designed Ginvest from the ground up — a B2B SaaS platform used by financial advisors to plan their clients' financial futures. Working from client specifications and an existing brand, I built the full information architecture, designed 20+ complex screens including data-dense dashboards and financial visualizations, and delivered a complete component system for the dev team — all in under 3 months. The product was approved without major revisions and shipped directly to production, where it continues to be actively developed.
Research and Discovery
The discovery phase involved analyzing the specific financial regulations and reporting standards of the Spanish market. I collaborated with Ginvest’s senior advisors to map the 'Client Discovery' journey, identifying the essential data points needed for a holistic audit: from professional cash flows and family liabilities to asset allocation and tax considerations.
User Research and Insights
Through direct feedback from Ginvest advisors, I identified that the primary challenge was the 'clutter' of traditional financial spreadsheets. The key insight was that the software needed to act as a bridge between complex data entry and client-facing storytelling. Even though the client does not use the platform, the UI needed to be elegant enough to be shown during a meeting to build trust and transparency
Design Process
I designed a modular 'Diagnostic Engine' that structures the data collection into logical phases: Personal/Professional Profile, Cash Flow Analysis, and Global Balance. I implemented a robust validation system for the input of liabilities and assets, ensuring the data integrity required for accurate forecasting. The visual language was aligned with Ginvest’s corporate identity, using a clean, authoritative aesthetic
Key Features
Strategic Diagnostic Planner: A comprehensive tool for advisors to input and analyze professional, personal, and family financial structures. Designed 20+ screens for a B2B fintech SaaS used by financial advisors — complex dashboards, data visualizations, dense information flows
Projections & Simulation Engine: Real-time visual modeling that allows advisors to demonstrate the long-term impact of Ginvest’s investment recommendations. Built full information architecture from client specs and delivered a complete UI + component system in under 3 months
Branded PDF Generation: A high-end automated reporting system that transforms complex data into sophisticated, print-ready diagnostic documents for clients. Product approved without major revisions and shipped to production — currently in active development
Dual-Nature Balance Sheets: Intuitive layouts that separate and cross-reference personal and professional assets to provide a 360-degree financial view. Worked directly with the engineering team ensuring design-to-dev fidelity throughout implementation
Testing and Refinement
Refinement focused on the 'advisor-client' interaction. I conducted usability walkthroughs to ensure the navigation followed the natural flow of a financial consultation. A major refinement was made to the PDF outputs; I worked on several iterations of the data visualization components to ensure that the projections remained clear, impactful, and aligned with Ginvest’s premium brand standards when presented to clients