JP Morgan Private Bank ConnectWealth

ConnectWealth is an integrated experience tying planning, advice, implementation, and reporting through the creation and management of UMAs (unified managed accounts). It pulls together a mix of existing and new Connect portfolio tools to streamline work and create efficiencies across the entire investment lifecycle.

I led design across four workstreams in ConnectWealth, reimagining the experience across 4 dashboards and maintaining consistent patterns. I worked with 5 product directors, 8 product owners, and 5 software engineers. ConnectWealth 1.0 piloted in Michigan in November 2024, launched nationally in June 2025, and updated with more features in November 2025. Over 124k accounts were created in the first weekend, along with $424B AUM converted.

Problem

Advisors utilize several applications to manage and create new client accounts
No book level visibility, have to piece together info from several apps and emails

Original Dashboard

Redundant of existing dashboards
Maintenance and opportunities differences unclear
Each advisor had their own mental model for how to categorize accounts

Process

1. Problem statement workshop

Goal:
How might we make the dashboard customizable, alerts-focused, and able to provide new value to advisors?

Key Questions:

What are the day-to-day tasks advisors struggle with?
What information and data is available to leverage?
What information, filtering, and insights are most valuable to an advisor?

2. Design iterations + Usability

Goal:
Validate current dashboard designs help advisors analyze their book of clients easily, and is it intuitive to navigate

Key Questions:

What information and functionality would be helpful, and why?
For each account type, what information might be helpful on the dashboard?
Would this information efficiently help advisors monitor and analyze portfolios?

Research insights:

1. Advisors saw value in the analytics dashboard across their day-to-day

Advisors responded positively to having “a lot of information altogether on one screen”
Most participants said the brokerage and deposits tabs could help them identify “underperforming assets”
Participants were all easily able to navigate through the tasks

2. Advisors sought additional context on the dashboards

Participants wanted more information relevant to each tab, resources, performance reports
Participants wanted to be able to search account by CUSIP/ticker
Links in the alerts expected to take them to the tool to resolve the issue

Measuring Success

Engagement

Click rates on alerts, insights, and opportunities, open rates on notifications

Efficiency

Actions completed and number of connections to other parts of the platform, timely notifications

Satisfaction

Rate of satisfaction with notifications, contextual information, and insights

Usecases+ Delivered Features

Advisors will have either proactive or reactive tasks.

Proactive: they know what information they need and they come to the dashboard to find it: (CDs maturing soon to initiate rollover)

Reactive: they come into the dashboard and see an opportunity to take action (resolving an alert)

Filtering + Analytics

An advisor can “slice and dice” their book to easily find information - filtering via segmented controls, by alerts, and the grid, or searching.
Bringing together functionality from other applications in one place, like aggregate statistics across their book for deposits

Analytics and information

Account level summaries in flyouts
Customized advice and analytics
Account type specific analytics
Main differentiator of CW is the analytics that cannot be found elsewhere

Alerts

Alerts across the book, actionable, for all account types
Provides a way to navigate to relevant applications and action on next steps - Make alerts task oriented, linking to relevant application to resolve alert
Insights and opportunities to deepen client relationships

Problem

With additional portfolio customization through ConnectWealth, there is more risk of portfolios being in breach of program guidelines
No consolidated view of program breaches or a centralized platform to remediate breaches
No actionable notifications about breaches

Legacy breach tool

Process

1. Discovery Research

Goal:
How might we serve up breaches and track annual reviews in SEC/RIA regulations to advisors for UMAs, so that we reduce escalations and client notifications?

Key research objectives:

Learn how advisors are currently using AAR and EOA, how the experiences could be more intuitive, and how what they need to make it more efficient.

Research findings:

1. Ability to use the dashboard to reach out to other groups was a top request; Because of the “back and forth” with other parties, AARs can “take about a couple hours a week that I could be working on other things” and an “administrative thing… and not an investment thing that needs to get fixed.”

2. Several advisors said that opening the AAR tool was part of their morning routine, at least a few times a month

3. Current dashboard is well-received: many participants said the colors “are helpful - red is bad”

2. Design iterations + Usability

Prototype

Goal:

Test effectiveness and intuitiveness of the dashboard: are advisors are/informed about breaches? How easily can users figure out the remediation path?

Research insights:

1. Overall well-received

“It’s all in one…we don’t have to go to 16 different screens to get this done”
“You want to know what you need to do. And this breach detail is real clear”

2. Breach severity should stand out more

Breach severity was hard to understand, and there should be more emphasis on severe/overdue breaches

3. More intuitive labeling needed

Asset class restriction, Ad-hoc rebalance, and SAA were confusing

Delivered Features

Easy resolution pathways

An advisor can resolve breaches within the ConnectWealth application, and find basic information on severity and type of breach to make changes on the account.

Descriptive information

Status tracking of each breach with detailed information available in column tooltips

Problem

As new mandates are submitted in ConnectWealth, advisors need a way to track the status and continue to take actions such as linking the mandate to account opening or fixing an error in funding.

Opportunity

With a detailed information and clear status progression, advisors can easily determine if a mandate requires action and also quickly review any information about it without reentering the Portfolio Builder tool.
Giving the advisor information and awareness of what’s going on helps ease any worry and provides easy ways to remediate alerts

Process

1. Define requirements and create first iteration of designs

Goal:
How might we create uick ways for advisors to investigate and maintain their mandates and proposals in progress?

Advisors can glance at a flyout with mandate details and take action to move it along to account opening

Ability to sort by mandate status, stage, and view subaccounts

Prototype

2. Design iterations + Usability

Goal:

Validate that the proposals and mandates tab will help advisors access these documents more easily and identify when action is needed

Key Questions:

Is there enough/the right amount of information in the grid?
How does the status column resonate with users?
To what extent do users see themselves using this tab in general, does it vary by user?

Research insights:

1. Need more information on fly-outs

The proposals tabs were well-received, but the status slide outs need more specificity - what is being approved, account opening statuses

2. Tool is integrated and efficient

“I like how it’s way more integrated, cause now it’s totally separate…I think advisors will use it a lot more because of that”

3. Lack of hierarchy

Advisors want the ability to sort, group, reorder, and filter categories

3. Pilot to Michigan Advisors

Key Changes:

Organized proposals and mandates by name
Grouped mandates within corresponding proposals and household clients
Further wealth plan integrations
Consistent link to "view details" on fly-out

Research Questions:

What is the overall sentiment of advisors using the new tool?
What are the biggest challenges advisors are having with the UX?
How would they like to see ConnectWealth evolve?

Pilot Feedback:

1. Sentiments improved over one month, but dashboard feels "busy" to some users

3.4 to 4/5 easy to use
3.9 to 4.1/5 meets needs

2. Clarify capabilities and next steps

Statuses helpful to track someone else’s work, but not used by everyone
Filtering by date was frustrating

3. Future integrations

Wealth planning and financial entry
Account onboarding
AI Analysis

Usecases+ Delivered Features

Advisors will have either proactive or reactive tasks.

Proactive: they know what information they need and they come to the dashboard to find it: (CDs maturing soon to initiate rollover)

Reactive: they come into the dashboard and see an opportunity to take action (resolving an alert)

Status tracking for main + sub accounts

Advisors get a holistic view and summary of the mandate status, sub accounts, details, version history and account information
Advisors can maintain their mandates and proposals easily and ensure that they all reach the completed state
Mandates with an action required status have a clear path to resolution for the advisor

Relevant and comprehensive mandate information

Version history
Details for trusts and mandates
Advisors save time by glancing at the flyout rather than diving into the individual sections in Portfolio Builde

Problem

Inconsistent patterns across the dashboards in ConnectWealth
Need for a consistent and similar layout throughout the platform
- Flyout pattern
- Grid layout and filtering
- Alerts and insights

Dashboard patterns and consistency

Leading design across 4 workstreams, I was in a unique position to bridge the gaps between workstreams and ensure ConnectWealth remained one cohesive platform. Across the accounts, risk and monitoring, proposals, and models dashboards I ensured the alerts, insights, and flyout patterns remained the same throughout and communicated the strategy across teams.

National Launch

Prototype

Launch results

1. 124k+ accounts created in one weekend
2. $424B AUM converted in one weekend
3. 5x new mandate activity in the first week
4. Advisors save 4 days implementing mandates
5. Reduced unnecessary clicks by 50%
6. Eliminated 10 redundant steps

Advisor feedback

“Great experience with very few clicks compared to the previous tool. The customization options are extremely easy
The new tool works great! I’m able to complete mandates in a fraction of the time
This is the best change in 3 years! ConnectWealth will eliminate so much frustration.

Challenges and Learnings

Alignment across workstreams

On the design team, I had full visibility into the end to end experience of the platform, while product owners focused on their respective workstreams. I enjoyed stepping out of my role as a designer of a singular workstream and acting as a connecting point between workstreams and defining the design processes within ConnectWealth.

Workshops win

When it came to starting new workstreams from scratch, re-orienting product direction, or figuring out the right path forward, design workshops were the key to my success and connection with product and business teams. I built up my credibility in the space with multiple stakeholders, changed the way designers worked with product teams, and shared workshop facilitation skills with my teammates.

Agile development and tech handoff

Working with several teams at once, I needed to set expectations and lay the foundation for successful ways of working with technical and product teams. I set up technology QA sessions, and monthly triad calls to discuss new designs coming down the pipeline that need checks on feasibility.

JP Morgan Private Bank ConnectWealth

Problem

Original Dashboard

Process

1. Problem statement workshop

FigJam

Goal: How might we make the dashboard customizable, alerts-focused, and able to provide new value to advisors? Key Questions:

Prototype

2. Design iterations + Usability

Goal: Validate current dashboard designs help advisors analyze their book of clients easily, and is it intuitive to navigate

Key Questions:

Research insights:

​

Measuring Success

FigJam

Engagement

​

Click rates on alerts, insights, and opportunities, open rates on notifications

​

Efficiency

Actions completed and number of connections to other parts of the platform, timely notifications

​

Satisfaction

​

Rate of satisfaction with notifications, contextual information, and insights

Usecases+ Delivered Features

Goal:
How might we make the dashboard customizable, alerts-focused, and able to provide new value to advisors?

Key Questions:

Goal:
Validate current dashboard designs help advisors analyze their book of clients easily, and is it intuitive to navigate