FindMyAdvisor
FindMyAdvisor
Ongoing
2025-2026
FindMyAdvisor is a multi-role expert discovery and consultation platform that connects Advisors, Advisory Firms, Employers, and Employees. The platform simplifies advisor discovery, content access, and consultation workflows through a structured, data-driven experience.
The advisory ecosystem is fragmented — advisors struggle with visibility, employers lack structured ways to support employee growth, and users face friction in discovering credible experts and relevant content. Managing these needs across multiple user roles within a single platform introduced complexity in navigation, permissions, and workflows.
I designed a scalable, role-based platform that clearly separates experiences for Advisors, Firms, Employers, and Employees while maintaining a unified product ecosystem. The solution streamlined discovery, content engagement, and consultation flows through structured information architecture and consistent interaction patterns.
I followed a Design Thinking + Agile hybrid approach, working closely with product managers, developers, and QA to design and refine the platform end-to-end.
Defined user journeys and IA for four distinct user roles
Designed low- and high-fidelity flows for discovery, dashboards, and content
Made key UX decisions like role-based dashboards, structured filters, and simplified onboarding
Built reusable components aligned with Roxiler’s design standards
Supported sprint execution with UX clarifications and production-ready handoffs
Conducted 11 interviews across roles: 3 independent advisors, 2 HR managers (employer), 4 employees actively seeking career guidance, 2 advisory firm leads.
Key IA challenge: All 4 roles needed access to the same "advisor profile" page — but with different actions available (employee: book, employer: assign, firm: manage, advisor: edit). Solved via permission-aware component states.
Insight: Employers didn't want to "find advisors" — they wanted to assign them to employees. Renamed the primary CTA from "Browse Advisors" to "Assign Support" for the employer role — reduced confusion in testing.
Professionals seeking guidance want: relevant expertise, trust, flexible access, clear outcomes, and advisors who understand their specific career context — not generic coaching frameworks.
Most platforms today either operate as enterprise-scale coaching programs optimized for HR reporting, or as simple directories that stop at discovery. Very few guide users through goal definition → advisor matching → structured progress.
That gap — context-aware advisory journeys with a human-first UX — is where FindMyAdvisor positions itself.
See it in action
Attached below is a live prototype showcasing a complete end to end demo of how the actual product looks, feels and behaves. For best results, please view this on a desktop / Tablet.
Key UX Decisions
Decision: Role is detected at login, not selected. Why: Users shouldn't have to identify themselves — the platform knows. Reduces onboarding friction and prevents errors for first-time users.
Decision: Unified component library used across all 4 role dashboards. Why: Reduces dev handoff complexity and ensures consistent interaction patterns even when content and permissions differ significantly.
Distinct user roles designed for
Advisor · Firm · Employer · Employee
Onboarding time per role
via role-detection flow vs. manual selection
User interviews conducted
across all 4 role types
Components in design system
reused across all 4 role dashboards
The platform transformed a complex multi-role system into a clear, scalable experience. Structured navigation and consistent UI patterns improved usability and reduced ambiguity across user roles. The project strengthened my ability to design systems holistically while balancing user needs, business goals, and technical constraints.