✅ Problem Statement
Investors currently share their mutual fund and stock portfolio details manually (via PDFs, screenshots, or emails), which is time-consuming, error-prone, and lacks real-time accuracy. This results in poor portfolio reviews and suboptimal financial advice from advisors.
🎯 Objective
To streamline and digitize the portfolio sharing and review process by integrating the Account Aggregator (AA) framework into the DSP mutual fund Web/App, enabling advisors to access real-time, consented financial data securely.
🥅 Goals
- Enable investors to give one-time digital consent to share their portfolio data.
- Provide advisors with a unified and real-time view of mutual fund and stock holdings.
- Enhance trust and transparency between investors and advisors.
- Eliminate manual document sharing (like PDFs or screenshots).
- Improve portfolio insights for timely and informed recommendations.
✅ Design Process
We receive a problem, conduct interviews with stakeholders (investors, advisors, and distributors), define a clear problem statement, and then work on ideas by brainstorming with PMs, designers, and the development team. We create wireframes and prototypes, and test them with users to gather feedback.
🧠 Understanding stakeholders , Investors, Distributors
👤 Personas in “Jobs to Be Done” (JTBD)
🌳 Information Architecture (IA)
🔹 Style Guide
