revolvo.tech
Aurel — Wealth advisor platform concept
A wealth-management concept bringing household context, allocation drift and the next annual review into one advisor workspace. Independent concept study by Revolvo Tech.
Independent product concept · Illustrative data
Bring the household review into focus.
Designed for: Wealth advisors and client-service teams. Format: Advisor workspace.
The problem
An advisor preparing a household review needs more than a portfolio balance. Allocation changes, the client’s risk band and the next meeting need to be understood together.
The direction
Aurel connects the review queue with an allocation breakdown and a concise drift comparison for the selected household.
Inside the product
Select a household
The review queue distinguishes an annual review from allocation and tax follow-ups.
Compare allocation
A portfolio breakdown and drift card place current and target allocation near each other.
Prepare the review
Household facts, meeting timing and the next-step note support a focused preparation action.
Design decisions
Separate overview and evidence
The consultation image establishes the service setting; coded allocation graphics carry the review detail.
Consistent numeric rhythm
KPI contents and legend values align, making the selected emphasis a color treatment rather than a spacing change.
What we would validate next
Clarify portfolio-data sources, valuation timing, household permissions and advisor approval requirements; the concept does not provide investment recommendations.
This is an independent design exploration. The screens use illustrative brands and records; they describe a proposed experience.
Related concepts
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