
From Spreadsheets to System
A white-label private wealth platform designed 0→1 with BlackRock — wireframe to engineering handoff in 90 days.
- 90 days
- Wireframe → handoff
- 2 personas
- One data model
- N brands
- 1 codebase
Problem
Private wealth still ran on spreadsheets, emailed PDFs, and quarterly binders. No product modeled the actual relationship — adviser on one side, client on the other, the same money between them — so every convention had to be argued into existence.
Approach
As Lead UX Designer of a three-person team, I ran discovery in weekly working sessions with BlackRock, designed two persona geometries on one data model, solved the “whose money am I looking at?” compliance problem with role-keyed chrome, and shipped a locked-system / buyer-brand token architecture.
Outcome
Delivered a two-persona, N-brand enterprise platform from zero to engineering handoff inside the 90-day window, on a token architecture built to outlive the team.


