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Compliance-First Platform UX/UI Redesign Case Study for Wealth Management

Compliance-First Platform UX/UI Redesign Case Study for Wealth Management

Compliance-First Platform UX/UI Redesign Case Study for Wealth Management

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, LLC is a wealth management firm serving individuals in transition and executives across the Greater Los Angeles area and beyond. Operating in a highly regulated financial environment, the firm relies on digital platforms that must balance usability, data accuracy, and strict compliance requirements.

By early 2025, Silver Oak’s existing platform had become difficult to scale. Legacy UI patterns, fragmented workflows, and accessibility gaps were starting to impact onboarding efficiency, enterprise readiness, and internal operations. The firm partnered with Hashbyt – AI-First Leading Frontend & UI/UX SaaS Partner to modernize the platform and create a foundation built for compliance, scalability, and long-term growth.

Silver Oak Wealth Advisors, LLC is a wealth management firm serving individuals in transition and executives across the Greater Los Angeles area and beyond. Operating in a highly regulated financial environment, the firm relies on digital platforms that must balance usability, data accuracy, and strict compliance requirements.

By early 2025, Silver Oak’s existing platform had become difficult to scale. Legacy UI patterns, fragmented workflows, and accessibility gaps were starting to impact onboarding efficiency, enterprise readiness, and internal operations. The firm partnered with Hashbyt – AI-First Leading Frontend & UI/UX SaaS Partner to modernize the platform and create a foundation built for compliance, scalability, and long-term growth.

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.

Illustration showing fragmented financial dashboards and disconnected compliance workflows around a financial professional, representing challenges caused by an outdated frontend and accessibility gaps.
Illustration showing fragmented financial dashboards and disconnected compliance workflows around a financial professional, representing challenges caused by an outdated frontend and accessibility gaps.

An outdated frontend architecture that limited scalability and slowed feature delivery, making it difficult for the platform to evolve alongside growing enterprise and compliance requirements. Even minor UI changes required disproportionate development effort, creating long release cycles.

Complex, multi-tenant compliance requirements for enterprise clients, where different user groups operated under varying regulatory rules. The existing interface lacked the flexibility to support these variations without custom workarounds.

Inconsistent user experience across dashboards and workflows, resulting from fragmented UI patterns and legacy components. This inconsistency increased cognitive load and reduced efficiency for advisors and internal teams.

Accessibility gaps that posed both compliance and usability risks, particularly for users relying on assistive technologies. These gaps created exposure to regulatory scrutiny while also limiting platform inclusivity.

Increasing UI-related support requests were tied directly to usability issues, signalling that users were struggling to complete key tasks efficiently and that the interface was becoming a growing operational burden.

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.

Illustration showing fragmented financial dashboards and disconnected compliance workflows around a financial professional, representing challenges caused by an outdated frontend and accessibility gaps.

An outdated frontend architecture that limited scalability and slowed feature delivery, making it difficult for the platform to evolve alongside growing enterprise and compliance requirements. Even minor UI changes required disproportionate development effort, creating long release cycles.

Complex, multi-tenant compliance requirements for enterprise clients, where different user groups operated under varying regulatory rules. The existing interface lacked the flexibility to support these variations without custom workarounds.

Inconsistent user experience across dashboards and workflows, resulting from fragmented UI patterns and legacy components. This inconsistency increased cognitive load and reduced efficiency for advisors and internal teams.

Accessibility gaps that posed both compliance and usability risks, particularly for users relying on assistive technologies. These gaps created exposure to regulatory scrutiny while also limiting platform inclusivity.

Increasing UI-related support requests were tied directly to usability issues, signalling that users were struggling to complete key tasks efficiently and that the interface was becoming a growing operational burden.

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
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Next.js

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Vite

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Webpack

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Micro-Frontends

State Management
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Redux Toolkit

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Zustand

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TanStack Query

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NGRX

Design Systems
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Storybook

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Design Tokens

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CSS Variables

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Monorepos

Performance
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Lighthouse

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Web Vitals

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Sentry

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LogRocket

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New Relic

Compliance
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WCAG 2.1 AA

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ARIA

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axe DevTools

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Accessibility Audits

CI/CD & DevOps
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GitHub Actions

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Vercel

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Vercel

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Netlify

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Docker

Enterprise Security
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OWASP

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RBAC / Permission UI

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Audit Logs UI

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HIPAA / GDPR

Frontend
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Next.js

Tab Icon

Vite

Tab Icon

Webpack

Tab Icon

Micro-Frontends

State Management
Tab Icon

Redux Toolkit

Tab Icon

Zustand

Tab Icon

TanStack Query

Tab Icon

NGRX

Design Systems
Tab Icon

Storybook

Tab Icon

Design Tokens

Tab Icon

CSS Variables

Tab Icon

Monorepos

Performance
Tab Icon

Lighthouse

Tab Icon

Web Vitals

Tab Icon

Sentry

Tab Icon

LogRocket

Tab Icon

New Relic

Compliance
Tab Icon

WCAG 2.1 AA

Tab Icon

ARIA

Tab Icon

axe DevTools

Tab Icon

Accessibility Audits

CI/CD & DevOps
Tab Icon

GitHub Actions

Tab Icon

Vercel

Tab Icon

Vercel

Tab Icon

Netlify

Tab Icon

Docker

Enterprise Security
Tab Icon

OWASP

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RBAC / Permission UI

Tab Icon

Audit Logs UI

Tab Icon

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.

We redesigned core dashboards to improve clarity, data visibility, and task completion, with a strong focus on reducing cognitive load for financial advisors. We prioritized key information, refined visual hierarchy, and simplified workflows so users could complete critical actions faster and with greater confidence.

We implemented a multi-tenant UI architecture to support varying compliance requirements across enterprise clients, allowing different regulatory rules, permissions, and data views to coexist within a single platform. This approach reduced the need for custom builds while ensuring compliance flexibility at scale.

We built a React-based component library designed for reuse, consistency, and long-term scalability, enabling teams to create new features using standardized, accessible components. This significantly improved development efficiency while maintaining a consistent user experience across the platform.

We ensured seamless integration with Silver Oak’s existing API infrastructure so the redesigned frontend worked reliably with established backend systems. This minimized disruption, preserved data integrity, and avoided costly backend changes during the modernization process.

We achieved WCAG 2.1 AA accessibility standards across all interfaces by embedding accessibility directly into the design system rather than treating it as a post-launch fix. This ensured the platform met recognized accessibility guidelines while improving usability for all users.

Visual of unified financial dashboards and reusable UI components connected through a design system, illustrating a compliance-first UX redesign with scalable frontend architecture.
Visual of unified financial dashboards and reusable UI components connected through a design system, illustrating a compliance-first UX redesign with scalable frontend architecture.
Visual of unified financial dashboards and reusable UI components connected through a design system, illustrating a compliance-first UX redesign with scalable frontend architecture.

We weren’t just looking for a visual refresh. We needed a partner who understood regulated financial workflows. Hashbyt grounded every design decision in real compliance constraints, which reduced iterations and post-launch risk. They struck the right balance between usability and regulatory accuracy, helping us move faster with confidence.

Eric Bruck

Finance Expert, Silver Oak Wealth Advisors, LLC

We weren’t just looking for a visual refresh. We needed a partner who understood regulated financial workflows. Hashbyt grounded every design decision in real compliance constraints, which reduced iterations and post-launch risk. They struck the right balance between usability and regulatory accuracy, helping us move faster with confidence.

Eric Bruck

Finance Expert, Silver Oak Wealth Advisors, LLC

We weren’t just looking for a visual refresh. We needed a partner who understood regulated financial workflows. Hashbyt grounded every design decision in real compliance constraints, which reduced iterations and post-launch risk. They struck the right balance between usability and regulatory accuracy, helping us move faster with confidence.

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.

Metric cards displaying improved onboarding, reduced support tickets, faster development, and accessibility compliance alongside a satisfied stakeholder reviewing results.
Metric cards displaying improved onboarding, reduced support tickets, faster development, and accessibility compliance alongside a satisfied stakeholder reviewing results.
Metric cards displaying improved onboarding, reduced support tickets, faster development, and accessibility compliance alongside a satisfied stakeholder reviewing results.

Customer onboarding completion rate increased from 43% to 78%, significantly improving first-time user success and reducing drop-offs during critical setup flows.

UI-related support tickets decreased by 65%, indicating a clearer, more intuitive interface and fewer usability-driven issues for end users.

Feature development became 40% faster as a result of the reusable component library and standardized design system.

Two previously stalled enterprise deals were closed within six weeks of launch, directly supporting business growth and platform credibility.

Full compliance with WCAG 2.1 AA accessibility standards was achieved across all interfaces, reducing regulatory risk and improving usability for a broader range of users.

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.

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
Tab Icon

Next.js

Tab Icon

Vite

Tab Icon

Webpack

Tab Icon

Micro-Frontends

State Management
Tab Icon

Redux Toolkit

Tab Icon

Zustand

Tab Icon

TanStack Query

Tab Icon

NGRX

Design Systems
Tab Icon

Storybook

Tab Icon

Design Tokens

Tab Icon

CSS Variables

Tab Icon

Monorepos

Performance
Tab Icon

Lighthouse

Tab Icon

Web Vitals

Tab Icon

Sentry

Tab Icon

LogRocket

Tab Icon

New Relic

Compliance
Tab Icon

WCAG 2.1 AA

Tab Icon

ARIA

Tab Icon

axe DevTools

Tab Icon

Accessibility Audits

CI/CD & DevOps
Tab Icon

GitHub Actions

Tab Icon

Vercel

Tab Icon

Vercel

Tab Icon

Netlify

Tab Icon

Docker

Enterprise Security
Tab Icon

OWASP

Tab Icon

RBAC / Permission UI

Tab Icon

Audit Logs UI

Tab Icon

HIPAA / GDPR

Frontend
Tab Icon

Next.js

Tab Icon

Vite

Tab Icon

Webpack

Tab Icon

Micro-Frontends

State Management
Tab Icon

Redux Toolkit

Tab Icon

Zustand

Tab Icon

TanStack Query

Tab Icon

NGRX

Design Systems
Tab Icon

Storybook

Tab Icon

Design Tokens

Tab Icon

CSS Variables

Tab Icon

Monorepos

Performance
Tab Icon

Lighthouse

Tab Icon

Web Vitals

Tab Icon

Sentry

Tab Icon

LogRocket

Tab Icon

New Relic

Compliance
Tab Icon

WCAG 2.1 AA

Tab Icon

ARIA

Tab Icon

axe DevTools

Tab Icon

Accessibility Audits

CI/CD & DevOps
Tab Icon

GitHub Actions

Tab Icon

Vercel

Tab Icon

Vercel

Tab Icon

Netlify

Tab Icon

Docker

Enterprise Security
Tab Icon

OWASP

Tab Icon

RBAC / Permission UI

Tab Icon

Audit Logs UI

Tab Icon

HIPAA / GDPR