Summary / TLDR
WealthOrbit is a planning platform designed around goals rather than isolated financial products. The team needed a guided digital journey for onboarding, goal planning, scenario comparison, and advisor collaboration.
Soance shaped the strategy, experience, and technical foundation around measurable user and operational needs, then translated the vision into a launch-ready digital product.
Overview
WealthOrbit is a planning platform designed around goals rather than isolated financial products. Soance partnered with the team to align the product experience, technical delivery, and operational requirements.
The core brief was to deliver a guided digital journey for onboarding, goal planning, scenario comparison, and advisor collaboration while giving internal teams a system they could confidently operate, measure, and evolve after launch.
Services provided
- Platform strategy and requirements definition
- User experience and interface design
- Full-stack application development
- Cloud architecture, security, analytics, and support
Challenges
The project needed to balance a polished customer experience with the less-visible realities of content, operations, permissions, integrations, and long-term maintainability.
- Goal-based planning and scenario tools: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
- Secure document collection and task tracking: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
- Shared client and advisor workspaces: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
Solution
We translated the operating model into a role-based platform, validated the highest-risk workflows early, and built a scalable web application with secure integrations and observable infrastructure.
- Designed and validated goal-based planning and scenario tools as part of one coherent, role-aware product journey.
- Designed and validated secure document collection and task tracking as part of one coherent, role-aware product journey.
- Designed and validated shared client and advisor workspaces as part of one coherent, role-aware product journey.
A shared design system, instrumentation plan, and staged release approach kept the product coherent while allowing the team to learn from real-world usage patterns.
Outcomes
The delivered experience created a stronger foundation for customer value, efficient operations, and continued product growth.
- A single digital journey across previously fragmented tasks
- Better visibility for customers and operational teams
- A scalable architecture with clearer governance and support
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