MProfit
Redefining Wealth Management Through Clarity-First Onboarding & Smart Dashboards
OVERVIEW
MProfit is a non-transactional wealth management and portfolio tracking platform built for investors, Chartered Accountants, and financial advisors, that consolidates investments across multiple brokers and asset classes into a single, unified view.
CHALLENGES
Instead of guiding users toward understanding, the interface demanded effort, patience, and prior knowledge. As a result, users struggled to find early value, confidence in the system took time to build, and much of MProfit’s true capability remained underutilized.
Where Users Struggled
What am I Setting Up?
Onboarding was process heavy, but offered little context or guidance. Users had no clarity on the impact of each step and their progress, leaving many feeling overwhelmed before reaching the product’s core value.
Everything looks the same!
The dashboard relied heavily on tables and uniform graphs, making it difficult to distinguish between elements. Functionality and views shared the same navigation space, often confusing users.
I’m Not Sure what to Do.
First-time users were presented with many options but little direction. Without clear cues, hierarchy, or moments of delight, exploration felt effortful, leading to drop-offs and limiting platform Value.
PERSONAS
The platform caters to both professionals managing investments for others and individuals overseeing their personal finances. Understanding their goals, motivations, and workflows helped shape a more intuitive and purposeful experience
Meet The Users
80-95%
STRATEGY
We planned a phased approach targeting new users and their pain points, then gradually extending to existing ones, so adaptation felt natural and trust in the platform remained intact.
Accurate Analyze. Evaluate. Evolve Reports
In the heuristic analysis of MProfit’s platform, Our team recognized that years of built functionality had shaped strong user habits that couldn’t be disrupted overnight. Although change was inevitable, it must not be disruptive.
Tackling Onboarding
Fixing the Dashboard
Redefining Reports
SOLUTIONS
We transformed complex workflows into guided, intuitive experiences by introducing progressive data entry, structured navigation, and clearer data visualization.
Onboarding Designed for Confidence
We transformed a process-heavy onboarding flow into an experience that felt guided and engaging rather than demanding. By introducing progressive data fill, users could not only complete setup, but also understand how to read and access their data once inside the platform. Visual cues clarified what users were creating at each stage, while clear info pills served as a guide at crucial stages.
These small but intentional interventions removed uncertainty, eliminated the need for troubleshooting, and ensured users were never left guessing. The result was higher onboarding completion, and a first experience that felt reassuring, rewarding, and confidence-building.
Reports That Work the Way Users Do
We redesigned the reports experience to feel structured and easy to navigate by organizing it into three sections: Saved, Category, and Suggestions. Reports were organized into clear folders, supported by search and smart filters that helped users reach what they needed quickly. We introduced smart sections like recently viewed, saved, and recommended reports to align with real user behavior and reduce repetitive effort.
Together, these changes turned reports into a focused workspace one that guides users naturally, encourages repeat usage, and supports both quick checks and deeper analysis without friction.
A Dashboard That Reveals, Not Overwhelms
We rethought the dashboard aiming to improve two core aspects - Navigation and Data Visualization. We transformed the journey in a guided format for new users, providing them with a demo experience. Extending the idea of progressive fill beyond onboarding into the core experience. The dashboard was designed to adapt as data gets added, revealing insights in layers and allowing users to drill deeper only when needed.
We made good use of graphs and charts wherever information can be simplified to present financial data in a comprehensive manner. This structural and visual change to the dashboard led to more control over data and higher user literacy.
Mobile, Focused on What Matters
We designed mobile as a companion to the web experience, focusing on what matters most on the go. While it doesn’t replicate full web functionality, it enables users to track progress, receive updates, and access key portfolio information quickly. By prioritizing core actions, mobile allows users to stay informed and connected wherever they are.
IMPACT
Higher user retention – Improved onboarding, clearer dashboards, and structured data helped users find value faster and return with confidence.
Increased pricing premium – A more refined, intentional UI elevated the perceived quality of the product, supporting stronger pricing.
Stronger product credibility – The well-thought-out interface reinforced trust in the platform’s accuracy and depth
