Wealth software is built for the advisor.
The client — the person whose money it actually is — sees almost none of it. A statement, a number, a quarterly call. But they’re the one who has to trust it, and that trust is a design problem.
I’m Carl. I run Sunday, product design for fintech, ex-Swedbank. I kept circling the screen the client should see, so I designed my take. It’s live, just below.
The concept, running
It’s live. Open any holding for the detail.
How I’d make the client trust it.
I mapped what a high-net-worth client actually wants from the screen — and it isn’t more data. It’s three quiet answers: are we okay, what happened when markets moved, and is anyone minding this. Performativ has all of it. It just lives on the advisor’s side. So I designed the client’s.
Four decisions, and why:
€48,412,000
I led with the answer, not the data
A client doesn’t open their portfolio to study it. They open it to ask one thing — are we okay. So the screen opens with the number and a plain “on plan,” not a wall of charts.
Spring drawdown — shown as handled, recovered by May.
I showed the scary moment as handled
Trust isn’t built by hiding the bad quarter. It’s built by showing the spring drawdown — and that the plan held and recovered. The honesty is the feature.
I put the money in plain language
Where it is, in words a person actually uses — public equities, private markets, cash — not asset-class jargon. One tap goes to the depth, for the day they want it.
Maria LindqvistYour advisor2need youTwo things need you this quarter. The rest, Maria already handled.
I kept the human in it
Private wealth is a relationship. The advisor stays a real person with a face, and only the two things that genuinely need the client ever surface. Calm by default.
Anyone can render a portfolio. The work is making the person whose wealth it is feel calm.
A bit about me.
I’m Carl. I run Sunday, a product-design studio for fintech. Before this, Swedbank, one of the Nordics’ largest banks. I work embedded, like part of the team, from first research to the final interface. No handoffs.
I built this from the outside, on your product and your positioning alone. No access to your data, no brief. With your real custodians and client data behind it, it gets a lot sharper.
“He champions user-centered design without ever losing sight of how it drives real business outcomes. That balance is rare.”
Joackim Zwahlen — UX Lead, Swedbank
That’s the idea.
I made this because the problem stuck with me. If it’s useful, grab 30 minutes below and I’ll show you where I’d take it next. If you want it real, a two-week sprint makes this screen production-ready with your data. If not, no hard feelings. I’ll be watching what you build either way.