Marylynne Berei

Wealth Management · Wells Fargo

Trust Services Dashboard: a personalized workspace for Relationship Managers and Ultra High Net Worth clients

Role
UX Strategy & Design Lead
Team
Design, Product, Engineering
Focus
Personalization, drag-and-drop UX

The challenge

Relationship Managers and ultra-high-net-worth clients needed a single view into investment portfolios that were otherwise scattered across disconnected tools and reports. As part of Wells Fargo's Investment Fiduciary Services redesign, I led the UX strategy and design for a dashboard that could flex to how each Relationship Manager and client actually worked.

IFS Dashboard full view showing account relationships, asset allocation, daily change in market value, and transaction summary tiles

Full IFS Dashboard view: relationship, allocation, and performance tiles arranged in a personalized, rearrangeable layout.

The approach

I designed a workspace that let users aggregate key account information in one place, rearrange dashboard tiles through drag-and-drop, and tailor each view to a selected account group. It was one of the first highly personalized dashboard experiences built within Wells Fargo, which meant establishing new interaction patterns rather than adapting existing ones.

Account summary tile detail
Account summary tile
Asset allocation detail view
Asset allocation detail
Dashboard control bar showing account and view toggles
Account & view control bar
Tools used
FigmaFigma
JiraJira
ConfluenceConfluence
iRiseiRise
Outcome

A more intuitive, flexible, customer-centered experience that changed how clients monitored and managed their investments.

Why it mattered

Personalization at this level was new territory for a wealth management platform of this scale. The dashboard gave both RMs and clients control over what they saw and how, replacing a one-size-fits-all report view with a workspace people could actually shape around their own priorities.

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