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Compliance-First Wealth Platform UX/UI Revamp
Compliance-First Wealth Platform UX/UI Revamp
Compliance-First Wealth Platform UX/UI Revamp
A compliance-first redesign that improved onboarding, reduced support load, and accelerated enterprise growth.
A compliance-first redesign that improved onboarding, reduced support load, and accelerated enterprise growth.
A compliance-first redesign that improved onboarding, reduced support load, and accelerated enterprise growth.
About the Project
About the Project
About the Project
Silver Oak Wealth Advisors’ Platform Modernized into a High-Performance, Compliant Experience
Silver Oak Wealth Advisors’ Platform Modernized into a High-Performance, Compliant Experience
Silver Oak Wealth Advisors’ Platform Modernized into a High-Performance, Compliant Experience
Silver Oak Wealth Advisors partnered with Hashbyt to modernize a legacy wealth management platform by rebuilding dashboards, creating a scalable design system, and achieving WCAG 2.1 AA accessibility across multi-tenant workflows.
Silver Oak Wealth Advisors partnered with Hashbyt to modernize a legacy wealth management platform by rebuilding dashboards, creating a scalable design system, and achieving WCAG 2.1 AA accessibility across multi-tenant workflows.
Challenge
Challenge
The primary challenge was not visual design alone. Silver Oak needed a frontend that could support complex financial compliance workflows without increasing operational friction.
The primary challenge was not visual design alone. Silver Oak needed a frontend that could support complex financial compliance workflows without increasing operational friction.
Legacy workflow bottlenecks
The existing UI was difficult to evolve without risking critical workflows tied to real financial operations. Dashboard journeys had grown complex over time, making navigation slower and interactions inconsistent. Any modernization had to improve clarity while preserving the structure required for regulated workflows.
Legacy workflow bottlenecks
The existing UI was difficult to evolve without risking critical workflows tied to real financial operations. Dashboard journeys had grown complex over time, making navigation slower and interactions inconsistent. Any modernization had to improve clarity while preserving the structure required for regulated workflows.
Compliance-driven UX complexity
Wealth platforms operate under strict regulatory expectations where data visibility, approvals, and audit trails matter. UX decisions could not be purely aesthetic because every action needed to remain compliance-safe. The challenge was simplifying user journeys while maintaining the controls required for risk-sensitive operations.
Compliance-driven UX complexity
Wealth platforms operate under strict regulatory expectations where data visibility, approvals, and audit trails matter. UX decisions could not be purely aesthetic because every action needed to remain compliance-safe. The challenge was simplifying user journeys while maintaining the controls required for risk-sensitive operations.
UI inconsistency across modules
As the platform expanded, UI patterns began to drift across different modules, creating inconsistent components, spacing, and interaction behavior. This increased user confusion and raised support overhead. A design system foundation was needed to ensure consistency and speed as the product continued to evolve.
UI inconsistency across modules
As the platform expanded, UI patterns began to drift across different modules, creating inconsistent components, spacing, and interaction behavior. This increased user confusion and raised support overhead. A design system foundation was needed to ensure consistency and speed as the product continued to evolve.
Accessibility gaps blocking WCAG 2.1 AA
Accessibility compliance required the platform to meet WCAG 2.1 AA across all interfaces. This included keyboard navigation, screen-reader-friendly UI patterns, correct ARIA usage, and consistent focus states. The challenge was implementing accessibility as a system-wide requirement rather than patching issues screen-by-screen.
Accessibility gaps blocking WCAG 2.1 AA
Accessibility compliance required the platform to meet WCAG 2.1 AA across all interfaces. This included keyboard navigation, screen-reader-friendly UI patterns, correct ARIA usage, and consistent focus states. The challenge was implementing accessibility as a system-wide requirement rather than patching issues screen-by-screen.
Multi-tenant UX friction
Enterprise clients required multi-tenant workflows with predictable UX behavior across tenant environments. Tenant-level separation also demanded permission-aware UI and stable navigation patterns. The platform needed to remain consistent at the core while supporting tenant variation safely.
Multi-tenant UX friction
Enterprise clients required multi-tenant workflows with predictable UX behavior across tenant environments. Tenant-level separation also demanded permission-aware UI and stable navigation patterns. The platform needed to remain consistent at the core while supporting tenant variation safely.
Challenge
The primary challenge was not visual design alone. Silver Oak needed a frontend that could support complex financial compliance workflows without increasing operational friction.
Legacy workflow bottlenecks
The existing UI was difficult to evolve without risking critical workflows tied to real financial operations. Dashboard journeys had grown complex over time, making navigation slower and interactions inconsistent. Any modernization had to improve clarity while preserving the structure required for regulated workflows.
Compliance-driven UX complexity
Wealth platforms operate under strict regulatory expectations where data visibility, approvals, and audit trails matter. UX decisions could not be purely aesthetic because every action needed to remain compliance-safe. The challenge was simplifying user journeys while maintaining the controls required for risk-sensitive operations.
UI inconsistency across modules
As the platform expanded, UI patterns began to drift across different modules, creating inconsistent components, spacing, and interaction behavior. This increased user confusion and raised support overhead. A design system foundation was needed to ensure consistency and speed as the product continued to evolve.
Accessibility gaps blocking WCAG 2.1 AA
Accessibility compliance required the platform to meet WCAG 2.1 AA across all interfaces. This included keyboard navigation, screen-reader-friendly UI patterns, correct ARIA usage, and consistent focus states. The challenge was implementing accessibility as a system-wide requirement rather than patching issues screen-by-screen.
Multi-tenant UX friction
Enterprise clients required multi-tenant workflows with predictable UX behavior across tenant environments. Tenant-level separation also demanded permission-aware UI and stable navigation patterns. The platform needed to remain consistent at the core while supporting tenant variation safely.
Our Technology Stack
Our Technology Stack
Built on a Foundation of Modern Tech
From Figma prototypes to Cypress testing, our stack ensures speed and quality.
Frontend
Angular
React
Vue.js
Next.js
Vite
Webpack
Micro-Frontends
UI Libraries
Material UI
Tailwind
Bootstrap
Shadcn
Design Tool
Figma
Framer
Sketch
Adobe Creative Suite
Testing & QA Tools
Jest
React Testing Library
Cypress
State Management
Redux Toolkit
Zustand
TanStack Query
NGRX
Design Systems
Storybook
Design Tokens
CSS Variables
Monorepos
Performance
Lighthouse
Web Vitals
Sentry
LogRocket
New Relic
Compliance
WCAG 2.1 AA
ARIA
axe DevTools
Accessibility Audits
CI/CD & DevOps
GitHub Actions
Vercel
Netlify
Docker
Enterprise Security
OWASP
RBAC / Permission UI
Audit Logs UI
HIPAA / GDPR
Frontend
Angular
React
Vue.js
Next.js
Vite
Webpack
Micro-Frontends
UI Libraries
Material UI
Tailwind
Bootstrap
Shadcn
Design Tool
Figma
Framer
Sketch
Adobe Creative Suite
Testing & QA Tools
Jest
React Testing Library
Cypress
State Management
Redux Toolkit
Zustand
TanStack Query
NGRX
Design Systems
Storybook
Design Tokens
CSS Variables
Monorepos
Performance
Lighthouse
Web Vitals
Sentry
LogRocket
New Relic
Compliance
WCAG 2.1 AA
ARIA
axe DevTools
Accessibility Audits
CI/CD & DevOps
GitHub Actions
Vercel
Netlify
Docker
Enterprise Security
OWASP
RBAC / Permission UI
Audit Logs UI
HIPAA / GDPR
Solution
Solution
Solution
Hashbyt led a full UX/UI overhaul with a compliance-first approach. Instead of treating accessibility and regulatory needs as constraints, they were built directly into the design system and frontend architecture.
Hashbyt led a full UX/UI overhaul with a compliance-first approach. Instead of treating accessibility and regulatory needs as constraints, they were built directly into the design system and frontend architecture.
Hashbyt led a full UX/UI overhaul with a compliance-first approach. Instead of treating accessibility and regulatory needs as constraints, they were built directly into the design system and frontend architecture.
Compliance-first UX/UI redesign
Dashboards and workflows were redesigned to better match real regulatory processes and user expectations in wealth management. Complexity was reduced by improving information hierarchy, simplifying navigation, and making actions easier to locate. The end result was a cleaner and more structured UX built for finance-grade operations.
Compliance-first UX/UI redesign
Dashboards and workflows were redesigned to better match real regulatory processes and user expectations in wealth management. Complexity was reduced by improving information hierarchy, simplifying navigation, and making actions easier to locate. The end result was a cleaner and more structured UX built for finance-grade operations.
Compliance-first UX/UI redesign
Dashboards and workflows were redesigned to better match real regulatory processes and user expectations in wealth management. Complexity was reduced by improving information hierarchy, simplifying navigation, and making actions easier to locate. The end result was a cleaner and more structured UX built for finance-grade operations.
React component library build
A reusable component library was built using React to standardize UI behavior across the platform. This reduced UI fragmentation and made new feature development more predictable. Consistent components also reduced rework and helped prevent design drift across teams.
React component library build
A reusable component library was built using React to standardize UI behavior across the platform. This reduced UI fragmentation and made new feature development more predictable. Consistent components also reduced rework and helped prevent design drift across teams.
React component library build
A reusable component library was built using React to standardize UI behavior across the platform. This reduced UI fragmentation and made new feature development more predictable. Consistent components also reduced rework and helped prevent design drift across teams.
Design system foundation
A design system approach was applied using Storybook-supported component structure, along with design tokens and CSS variables. This ensured repeatable UI patterns across dashboards, workflows, and tenant environments. It also improved long-term maintainability while keeping UI delivery consistent.
Design system foundation
A design system approach was applied using Storybook-supported component structure, along with design tokens and CSS variables. This ensured repeatable UI patterns across dashboards, workflows, and tenant environments. It also improved long-term maintainability while keeping UI delivery consistent.
Design system foundation
A design system approach was applied using Storybook-supported component structure, along with design tokens and CSS variables. This ensured repeatable UI patterns across dashboards, workflows, and tenant environments. It also improved long-term maintainability while keeping UI delivery consistent.
Existing API integration
The modernized frontend was integrated with the client’s existing API infrastructure to ensure stability and minimize disruption. Data workflows remained consistent while UX improvements improved usability across modules. This allowed the product to modernize without requiring major backend changes.
Existing API integration
The modernized frontend was integrated with the client’s existing API infrastructure to ensure stability and minimize disruption. Data workflows remained consistent while UX improvements improved usability across modules. This allowed the product to modernize without requiring major backend changes.
Existing API integration
The modernized frontend was integrated with the client’s existing API infrastructure to ensure stability and minimize disruption. Data workflows remained consistent while UX improvements improved usability across modules. This allowed the product to modernize without requiring major backend changes.
WCAG 2.1 AA accessibility-first
Accessibility compliance was implemented across the UI with WCAG 2.1 AA standards as a baseline. ARIA best practices and accessibility audit tools supported consistent accessibility behavior across components. This made the product more inclusive while improving compliance readiness for enterprise environments.
WCAG 2.1 AA accessibility-first
Accessibility compliance was implemented across the UI with WCAG 2.1 AA standards as a baseline. ARIA best practices and accessibility audit tools supported consistent accessibility behavior across components. This made the product more inclusive while improving compliance readiness for enterprise environments.
WCAG 2.1 AA accessibility-first
Accessibility compliance was implemented across the UI with WCAG 2.1 AA standards as a baseline. ARIA best practices and accessibility audit tools supported consistent accessibility behavior across components. This made the product more inclusive while improving compliance readiness for enterprise environments.
Why they chose Hashbyt
Why they chose Hashbyt
Why they chose Hashbyt
“Their ability to align design decisions with real compliance challenges was unique. Hashbyt understood our regulatory workflows and delivered a UX that feels modern, clear, and enterprise-ready. They were responsive throughout and helped build a scalable frontend foundation with stronger platform consistency.”
Eric Bruck
Finance Expert, Silver Oak Wealth Advisors, LLC
“Their ability to align design decisions with real compliance challenges was unique. Hashbyt understood our regulatory workflows and delivered a UX that feels modern, clear, and enterprise-ready. They were responsive throughout and helped build a scalable frontend foundation with stronger platform consistency.”
Eric Bruck
Finance Expert, Silver Oak Wealth Advisors, LLC
“Their ability to align design decisions with real compliance challenges was unique. Hashbyt understood our regulatory workflows and delivered a UX that feels modern, clear, and enterprise-ready. They were responsive throughout and helped build a scalable frontend foundation with stronger platform consistency.”
Eric Bruck
Finance Expert, Silver Oak Wealth Advisors, LLC
Impact
Impact
Impact
Beyond metrics, the platform is now positioned to support future regulatory changes and enterprise expansion without requiring fundamental frontend rework.
Beyond metrics, the platform is now positioned to support future regulatory changes and enterprise expansion without requiring fundamental frontend rework.
Beyond metrics, the platform is now positioned to support future regulatory changes and enterprise expansion without requiring fundamental frontend rework.
WCAG 2.1 AA achieved
The platform successfully achieved WCAG 2.1 AA compliance across all product interfaces. Accessibility improvements were applied consistently across components and workflows. This strengthened compliance readiness and improved usability for a wider range of users.
WCAG 2.1 AA achieved
The platform successfully achieved WCAG 2.1 AA compliance across all product interfaces. Accessibility improvements were applied consistently across components and workflows. This strengthened compliance readiness and improved usability for a wider range of users.
WCAG 2.1 AA achieved
The platform successfully achieved WCAG 2.1 AA compliance across all product interfaces. Accessibility improvements were applied consistently across components and workflows. This strengthened compliance readiness and improved usability for a wider range of users.
65% fewer support tickets
UI-related support tickets dropped by 65% after the modernization. Cleaner workflows, stronger UX clarity, and more consistent UI patterns reduced confusion across compliance-heavy interactions. This lowered operational overhead and improved overall user confidence.
65% fewer support tickets
UI-related support tickets dropped by 65% after the modernization. Cleaner workflows, stronger UX clarity, and more consistent UI patterns reduced confusion across compliance-heavy interactions. This lowered operational overhead and improved overall user confidence.
65% fewer support tickets
UI-related support tickets dropped by 65% after the modernization. Cleaner workflows, stronger UX clarity, and more consistent UI patterns reduced confusion across compliance-heavy interactions. This lowered operational overhead and improved overall user confidence.
Faster UI shipping with components
A reusable component library made feature updates faster and safer to ship. UI patterns became predictable and repeatable across modules, reducing redesign cycles. This increased long-term frontend velocity while preserving consistency.
Faster UI shipping with components
A reusable component library made feature updates faster and safer to ship. UI patterns became predictable and repeatable across modules, reducing redesign cycles. This increased long-term frontend velocity while preserving consistency.
Faster UI shipping with components
A reusable component library made feature updates faster and safer to ship. UI patterns became predictable and repeatable across modules, reducing redesign cycles. This increased long-term frontend velocity while preserving consistency.
Smoother compliance workflows
Dashboards and regulated flows became easier to navigate without simplifying away necessary compliance controls. Users could complete tasks with fewer UI blockers and reduced cognitive load. This improved efficiency and decision clarity in day-to-day usage.
Smoother compliance workflows
Dashboards and regulated flows became easier to navigate without simplifying away necessary compliance controls. Users could complete tasks with fewer UI blockers and reduced cognitive load. This improved efficiency and decision clarity in day-to-day usage.
Smoother compliance workflows
Dashboards and regulated flows became easier to navigate without simplifying away necessary compliance controls. Users could complete tasks with fewer UI blockers and reduced cognitive load. This improved efficiency and decision clarity in day-to-day usage.
Enterprise multi-tenant ready
Multi-tenant UX patterns became more stable and scalable through consistent navigation and permission-aware UI foundations. Tenant-level experiences stayed predictable while supporting enterprise variation. This strengthened the product’s ability to scale across enterprise clients.
Enterprise multi-tenant ready
Multi-tenant UX patterns became more stable and scalable through consistent navigation and permission-aware UI foundations. Tenant-level experiences stayed predictable while supporting enterprise variation. This strengthened the product’s ability to scale across enterprise clients.
Enterprise multi-tenant ready
Multi-tenant UX patterns became more stable and scalable through consistent navigation and permission-aware UI foundations. Tenant-level experiences stayed predictable while supporting enterprise variation. This strengthened the product’s ability to scale across enterprise clients.
Our services
Our services
Our services
SaaS Experience. Built on Data, Driven by AI.
SaaS Experience. Built on Data, Driven by AI.
SaaS Experience. Built on Data, Driven by AI.
We turn your vision into high-performance, user-loved SaaS products.
More Projects
Built on a Foundation of Modern Tech
From Figma prototypes to Cypress testing, our stack ensures speed and quality.
Our Technology Stack
Our Technology Stack
Frontend
Angular
React
Vue.js
Next.js
Vite
Webpack
Micro-Frontends
UI Libraries
Material UI
Tailwind
Bootstrap
Shadcn
Design Tool
Figma
Framer
Sketch
Adobe Creative Suite
Testing & QA Tools
Jest
React Testing Library
Cypress
State Management
Redux Toolkit
Zustand
TanStack Query
NGRX
Design Systems
Storybook
Design Tokens
CSS Variables
Monorepos
Performance
Lighthouse
Web Vitals
Sentry
LogRocket
New Relic
Compliance
WCAG 2.1 AA
ARIA
axe DevTools
Accessibility Audits
CI/CD & DevOps
GitHub Actions
Vercel
Netlify
Docker
Enterprise Security
OWASP
RBAC / Permission UI
Audit Logs UI
HIPAA / GDPR
Frontend
Angular
React
Vue.js
Next.js
Vite
Webpack
Micro-Frontends
UI Libraries
Material UI
Tailwind
Bootstrap
Shadcn
Design Tool
Figma
Framer
Sketch
Adobe Creative Suite
Testing & QA Tools
Jest
React Testing Library
Cypress
State Management
Redux Toolkit
Zustand
TanStack Query
NGRX
Design Systems
Storybook
Design Tokens
CSS Variables
Monorepos
Performance
Lighthouse
Web Vitals
Sentry
LogRocket
New Relic
Compliance
WCAG 2.1 AA
ARIA
axe DevTools
Accessibility Audits
CI/CD & DevOps
GitHub Actions
Vercel
Netlify
Docker
Enterprise Security
OWASP
RBAC / Permission UI
Audit Logs UI
HIPAA / GDPR