Intake on paper and email
Client information arrived as forms, PDFs and email threads, then had to be retyped before any planning could start.
From scattered portals to one place to plan, report and prepare — Worth Advisors case study
Worth Advisors is a fee-only, fiduciary wealth management firm in the US. Its advisors were gathering client information by hand, building reports across separate tools and preparing every meeting from scratch. I designed the internal platform they use instead — guided questionnaires clients complete themselves, a report builder made of modules, and Worth AI, an assistant that drafts meeting summaries and client documents for the advisor to review.
- Client sideGuided questionnaires
- Advisor platformClients · Reports · Worth AI
14Questionnaire sections, from goals to taxes
5Report templates, built from reusable modules
2Sides: clients and advisors
1AI assistant drafting documents for review
Advice that has to be in the client’s best interest
Who Worth Advisors is
Worth Advisors (opens in a new tab) is a Registered Investment Advisor offering wealth management, family-office services and programmes like Women Worth More® and FRE$H HEIR. Its advisors are fee-only fiduciaries: legally required to act in each client’s best interest, and paid for advice rather than commissions.
Why it needed its own platform
Clients’ accounts sit with different custodians and planning tools, each with its own login — eMoney, Charles Schwab, TradePMR, TIAA and an Orion client portal. Good advice starts with a complete picture of a client’s life and money, and that picture was spread across portals, paper forms and email. The platform is internal, used only by the firm’s team and its clients.
Great advice, slow paperwork
Every planning relationship starts with questions — about goals, income, spending, risk, assets and insurance. Gathering those answers, turning them into reports and preparing for each meeting took far longer than the advice itself.
Six portals, one client
Holdings sat across custodians and planning tools, each with its own login and no single view of the household.
Reports built by hand
Each review, proposal or debt plan was assembled manually, so reports looked different every time and took hours.
Prep from a blank page
Before every meeting, advisors started from scratch: what changed, what to recommend and how to explain it.
Let clients tell their story
A guided questionnaire clients complete in their own time turns intake from a chore into something structured and reusable.
AI that drafts, advisors decide
Summaries, talking points and client documents are repetitive to write — a strong fit for AI, as long as the advisor reviews every word.
How the work ran
- Discover
How advisors really work
Sessions with the firm’s leadership and advisors to map intake, reporting and meeting prep — and every manual step in between.
- Structure
Two sides, one data model
Questionnaires on the client side feed clients, reports and Worth AI on the advisor side, so information is entered once.
- Design
Calm, premium, dense
A warm gold-on-neutral language that matches the brand, with data-rich layouts advisors can scan quickly.
- Ship
Built with engineering
Handed over and supported the build. The platform is in use internally by the firm’s advisors and their clients.
What advisors and clients needed
Understanding fiduciary work came first: what advisors must know about each client, where their hours go, and what clients find hard about sharing their finances.
Methods
- Stakeholder sessions with the firm’s leadership
- Interviews with advisors about intake, reporting and meeting prep
- Review of the paper questionnaires and report formats already in use
- Competitive review of planning and advisor platforms
- Walkthroughs of each flow with advisors
Key insights
Intake is the foundation
Every plan and report depends on a complete client picture. If intake is incomplete, everything downstream is guesswork.
Clients need it in small pieces
Sharing income, spending, debts and insurance is a lot. Clients finish it when it’s broken into clear sections they can save and return to.
Reports follow patterns
Reviews, proposals and debt plans reuse the same building blocks. Modules beat writing each report from scratch.
AI must stay a draft
Advisors carry the fiduciary duty. They welcomed AI that drafts and summarises — as long as nothing reaches a client without their review.
Lead designer. End to end.
“I led the design of Worth Advisors’ platform from research to the final screens — the client questionnaires, the advisor workspace, the report builder and Worth AI.”
- Stakeholder sessions and advisor interviews
- Information architecture across the client and advisor sides
- The 14-section client questionnaire and its states
- The modular report builder and templates
- Worth AI — the assistant, document previews and downloads
- A visual language matched to the Worth Advisors brand
- Handoff and build support with the development team
- Stage
- 0 → 1, in internal use
- Users
- Advisors · Clients · Firm team
- Market
- United States — fiduciary wealth management
- Company
- Biz4Group LLC
- Tools
- Figma, FigJam
Everything from first question to final report
The modules I designed for clients and advisors.
Client questionnaires
14 guided sections — personal information, goals, retirement, income, budget, risk, real estate, assets, liabilities, insurance, business and taxes.
Save & resume
Clients complete sections at their own pace, with progress, required fields and a clear “completed” state.
Questionnaire requests
Advisors request or re-request sections with a deadline and see each one’s status: not requested, requested or submitted.
Clients & households
Every client with co-clients and family members, contact details, last activity and an active switch.
Report builder
Pick a template, choose and order modules, add a cover page, then review each section before sending.
Report templates
Simple performance report, debt payment plan, initial proposal, annual review — or a custom report.
Worth AI
An assistant that summarises clients, explains strategies, reviews portfolios and drafts reports.
AI documents
AI drafts open as a document preview the advisor can read, edit and download.
Downloads
Every generated document in one place, ready to rename, download or share.
Documents, tasks & team
Client documents and archives, tasks, employees and personal settings for the firm.
A financial life story, one section at a time
Every plan starts with the client’s full picture — goals, income, spending, risk appetite, assets, debts and insurance. Before, that came in as paper forms and emails, half-complete, and had to be retyped.
I designed the intake as a guided questionnaire clients complete themselves, split into 14 clear sections with sub-steps — Budget alone covers twelve categories from daily living to insurance premiums. Each section explains why it matters, saves as a draft, and shows a calm “completed” state when it’s done.
On the advisor side, the same sections appear with their status — not requested, requested, submitted — so advisors can request or re-request exactly what they need, with a deadline.
The problem
- Intake arrived as paper and email, then had to be retyped.
- Long forms overwhelmed clients, who stopped halfway.
- Advisors couldn’t see which information was still missing.
What I designed
- 14 guided sections with sub-steps, explanations and required fields.
- Save and resume, “add more” rows and per-client options like budgeting separately.
- Advisor-side status for every section, with request and re-request by deadline.
Why this, not thatI split the questionnaire into many short sections instead of one long form. More steps sounds slower, but clients finished far more reliably when each part was small, explained and saveable.
Client reports built from modules
Advisors produce the same kinds of documents again and again — performance reports, initial proposals, annual reviews, debt payment plans. Built by hand, each took hours and looked different every time.
I designed reporting as a builder. The advisor picks a template, then chooses and orders the modules that matter for this client — cover page, accounts, performance, income sources, budget, emergency reserve, debt — with drag-and-drop between “all modules” and “selected modules”.
Each module is then reviewed in turn, already filled from the client’s questionnaire and accounts, with a quick way back to edit the source data before the report is saved, previewed and submitted.
The problem
- Each report was assembled by hand from several tools.
- Reports looked different every time, even for the same client.
- Data had to be copied in, so it drifted from the source.
What I designed
- Five templates, including a fully custom report.
- Drag-and-drop modules to choose and order every section.
- Sections filled from questionnaire and account data, with edit, preview and submit.
Why this, not thatI designed reports as modules rather than fixed templates. Templates gave advisors a fast start, but modules let them shape each report around the client — without starting from a blank page.
Worth AI — meeting prep the advisor signs off
Before each meeting, advisors worked out what had changed, what to recommend and how to explain it — from a blank page, every time.
Worth AI is an assistant built into the platform. An advisor can describe the meeting — say, a couple eight years from retirement, nervous about a market dip — and get a clear way to frame the conversation, then ask for a one-page summary with a before-and-after allocation table to take into the room.
The draft opens as a document preview the advisor can read, edit and download, with every file kept in Downloads. And the assistant says plainly that it can make mistakes, so important client information is always verified by the advisor.
The problem
- Meeting prep started from a blank page every time.
- Client-ready documents took hours to write and format.
- Advisors couldn’t risk AI output reaching a client unchecked.
What I designed
- A chat assistant with prompts like summarise a client, draft a report, explain a strategy and review a portfolio.
- Drafts open as an editable document preview, branded and ready to download.
- A clear “verify important information” note, and nothing shared without the advisor.
Why this, not thatI kept AI output as documents the advisor opens and edits, not messages sent on their behalf. A fiduciary has to stand behind every recommendation — the design makes the advisor the author, with AI as the first draft.
Platform screenshots
What made this hard
Long forms, finished
A full financial picture is a lot to ask. Short sections, explanations, drafts and clear completion kept clients going.
Two audiences
Clients needed calm and guidance; advisors needed density and control. Each side got its own patterns on one shared data model.
Flexible, consistent reports
Every client is different, but reports had to stay on-brand and reliable. Modules solved both.
Trust in AI
Fiduciaries can’t delegate judgement. AI output is always a draft document the advisor reviews and owns.
Sensitive financial data
Income, debts and insurance are private. Access, states and visibility had to be explicit throughout.
A premium feel
The platform had to feel as considered as the firm’s brand — warm, calm and trustworthy.
Warm, calm and quietly premium
A visual language drawn from the Worth Advisors brand — gold on calm neutrals — built for dense financial screens.
- Colour
- Worth gold for primary actions and highlights, a deep charcoal navigation rail and soft neutrals for content, with clear status colours.
- Typography
- A clean geometric sans with tabular figures for amounts and a clear hierarchy for long forms.
- Components
- Questionnaire sections and steps, repeatable expense rows, data tables, module pickers, document previews and the AI chat.
- Accessibility
- Readable contrast, required fields marked in text, clear completion states and keyboard-friendly forms.
What changed for advisors and clients
PaperGuided (from Paper to Guided)
Clients share their financial picture through a guided questionnaire instead of forms and emails.
Source: in internal useRetypedEntered once (from Retyped to Entered once)
Questionnaire answers flow into client profiles and reports, so nothing is copied by hand.
Source: in internal useBy handModules (from By hand to Modules)
Reports are built from templates and modules instead of assembled from scratch.
Source: in internal useBlank pageDrafted (from Blank page to Drafted)
Meeting prep and client documents start from a Worth AI draft the advisor reviews.
Source: in internal useWhat Worth Advisors taught me
Good output needs good input
The best report or AI draft is only as good as the intake behind it. Designing the questionnaire well improved everything downstream.
Break big asks into small steps
Clients completed a long financial questionnaire because each part felt short, clear and safe to save.
Modules beat templates
Templates got advisors started; modules let them make each report fit the client.
AI framing is a product decision
Presenting AI output as an editable document the advisor owns made it something they could trust and use.
See it live
Explore Worth Advisors for yourself.
The workspace is an internal tool under NDA, used only by the firm’s team — but you can see the firm it was built for. Happy to walk you through the product on a call.
Less paperwork.
More time for the client.
The platform turns intake into a guided conversation, reports into modules and meeting prep into a draft the advisor signs off — so advisors can spend their time on the advice itself.