(k)Visor

UX/Product Design

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Paychex • June 2017 – January 2020

Originally called Advisor Console by Paychex. Reskinned and rebranded for the sake of maintaining privacy.

(k)Visor serves financial advisors who manage retirement funds for hundreds of employees.

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(k)Visor needed to be a trustworthy management tool and scale to fit the needs of financial advisors of various sizes.

In collaboration with Product, UX Researchers, and real financial advisors, I pinpointed the needs of our users. With multiple rounds of prototypes, usability testing sessions, and interviews, we iterated until we arrived at our solutions.
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Project Goal

Create a tool for 401(k) Financial Advisors to manage their Book of Business and better help participants meet their retirement goals.

Book of Business: plans under their management and the investments hand-selected by them for those plans

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Users

‍We wanted to create something that would be highly valuable to small client advisors, large client advisors, and any advisor in-between – with or without fiduciary protection. Great advisors help employees reach their retirement goals, and this tool makes great advisors even better.

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Conventional Industry Methods & Competition

‍Typical financial advisors use spreadsheets, paperwork, and manual filing to keep track of their clients’ information.

Because much of the industry's methods are dated, inconvenient, and long overdue for digitization, (k)Visor was a huge opportunity for innovation.

How can we reduce the paperwork advisors need for their workflow?
How can we make it easier to gauge the health of an advisor’s Book of Business?

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User Interface

Solutions

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Dashboard View

Create a way for advisors to see the health of their Book of Business at a glance.

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Participant Overviews

Create a way for advisors to evaluate employee progress toward retirement goals.

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Plan Management

Create a way for advisors to communicate with clients, evaluate their plans, and manage their invesmtents and portfolios.

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Investment Changes

Create a way for advisors to add, remove, and replace investments globally across their plans.

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5 of 6

Investment Management

Create a way for advisors to track and evaluate the health of investments.

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Messages and Notifications

Create a way for advisors to see at a high level how they can help participants.

Full Design Screens

Screens were designed with different viewports in mind. With access on desktop, mobile, and device in between, advisors can manage their book of business anywhere.

Open on an iPad during a meeting with a participant to show them their progress.
Make an investment replacement on a phone promptly after hearing about an investment closure.
Access full set of tools in the office or at home on desktop.