A modern self-serve portal that reduced support requests and gave business clients real-time portfolio visibility.
Ember Finance wanted to give clients a polished self-serve destination for account access, portfolio snapshots, and support workflows. The portal experience was redesigned to surface the right information faster and reduce the number of routine questions reaching the service team.
The solution focused on simplifying navigation, prioritizing key portfolio metrics, and clarifying next steps across common client tasks. By organizing the portal around the most frequent needs, the product became easier to use and better aligned with the expectations of business customers.