General

• Randomly getting logged out for no reason, after trying to click a cta / link
• New navigation, with a logo taking user to the main dashboard
• Let’s give users a CTA that will allow them to go backwards from the current page
• There’s only one action hidden in “Profile” dropdown. Let’s just put a logout button there, instead of the dropdown that doesn’t contain anything useful for a user
• System status information (eg. data successfully updated) does’t disappear by itself, it’s also not possible to close the info box
• Adding “loading status” to a buttons will provide an information, that user’s request is being processed by the system
• Filters don’t prevent users from entering a wrong data format (eg. email, date)
• Let’s put more emphasis on on primary actions users perform most often (to validate with brokers). eg. if they often use “show details”, let’s not hide it in a dropdown
• Forms should be consistent through the entire website, so they all should have labels (some of them have a label, some of them don’t). It will also increase accessibility
• Advisor Dashboard is mostly based on tables, so make sure all tabs are alt-tagged
• Tables should also be accessible with keyboard only
• Let’s keep all tables in the same style to maintain consistency

Dashboard