Challenge
Investors with no technical background were overwhelmed by raw data tables. Key metrics were buried in nested views, causing low trust and high support load.
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UI-UX - 2026
PropTech Investor Dashboard
Redesigned a real estate investment platform's core dashboard to make complex portfolio data readable and actionable for non-technical investors.
Portfolio intelligence interface / Dense data made scannable and trustworthy
Overview / Client
PropTech Investment Platform
Overview / Role
Product Designer + Frontend Consultant
Overview / Year
2026
Overview / Stack
Figma — React — Recharts — TypeScript
Overview / Duration
9 weeks
Overview / Category
UI-UX
Solution
Redesigned the information architecture around investor mental models: yield first, risk second, history third. Replaced tables with layered visual summaries and added progressive disclosure for detail.
Gallery
Key visuals and system snapshots
Portfolio overview dashboard
A single-screen summary showing yield, occupancy, and risk exposure at a glance with expandable drill-downs per asset.
Asset detail panel
Contextual deep-dive view with historical returns, market comparisons, and investor-action recommendations.
Mobile-responsive summary card
Condensed portfolio view optimised for investor check-ins on mobile between meetings.
Time to decision
−34%
Investors reached action state faster after redesign.
Support requests
−28%
Confusion-driven tickets about data interpretation.
Session depth
+41%
Average pages explored per logged-in session.
Process & Design
- +Interview investors and support staff to map comprehension gaps and decision triggers.
- +Audit existing dashboard against investor task flows — identify where attention is lost.
- +Redesign IA around a three-layer model: overview, asset, transaction.
- +Build interactive Figma prototype and validate with six investor sessions.
- +Support frontend implementation with annotated specs and component QA.
Result & Impact
Delivered a data-dense yet scannable dashboard that improved investor confidence, reduced support overhead, and increased platform engagement across both desktop and mobile contexts.
“Our investors finally stopped asking 'what does this number mean' and started asking better questions about performance.”