Wealth Management Portal Demo App
A role-based wealth portal demonstrating member and adviser journeys across SIPP and SSAS.
Mobile Web
Financial Services
Financial Services
Role-Based UX
Prototype
SIPP & SSAS

Overview
I designed and rebuilt a working mobile web portal that supports three distinct experiences:

Consistent data, clear hierarchy, robust navigation, and credible compliance patterns including audit trail, read-only vs editable modes, and sensitive actions design.
Why I built this
In wealth management and pensions, product credibility comes from details: correct terminology, consistent values and dates across screens, and flows that never break. I built this as a portfolio piece to demonstrate regulated, high-trust UX, complex role-based journeys, data consistency and auditability, and developer-ready interaction logic.
Demo Environment
This is not a static UI concept, but a functioning demo app that can be explored end-to-end at wealth.satpal.uk. Data is simulated, but the focus is on realistic product logic and presentation.
Challenges
Mixed permissions
Member and adviser experiences get blended or inconsistently permissioned, creating confusion and weakening trust.
Data inconsistency
Values and 'as of' dates don't line up across Dashboard, Portfolio, and detail views, breaking credibility.
Broken navigation
Back behaviour and deep linking can break, making demos feel unreliable and unprofessional.
Missing governance
Audit trail and compliance patterns are often missing in prototypes, undermining regulated product trust.
Reflection
If this were progressing beyond demo, I'd focus on:
Information architecture hardening:
Formalise SSAS member vs trustee/admin capabilities and define 'Activity' vs 'Audit History' clearly across roles.
Security and sensitive actions:
Add step-up verification for sensitive changes, session timeout and device trust signals.
Real-world data rules:
Align contribution/tax relief logic with pension rules, add warnings and validation for transfer and income actions.
Accessibility:
Verify colour contrast for chips and gradients, ensure focus states and keyboard navigation for all tappable cards.
