Synergy Web Dashboard

Synergy provides financial advisors with an essential proprietary tool to determine their clients’ required rate of return.

Primary Goals

  • Identify core value proposition.
  • Specify smallest necessary dashboard feature set.


  • User satisfaction and the likelihood of recommendation.
  • Task success rates, failure rates, and time spent.


Lean UX, low and high-fidelity prototyping.


UX strategist, UX designer, UI designer, and visual designer.