OSAIC
OSAIC
OSAIC
2024
2024
2024
Bringing Human Connection to Wealth Management
Bringing Human Connection to Wealth Management
Bringing Human Connection to Wealth Management
Bringing Human Connection to Wealth Management
Osaic, formerly Advisor Group, is one of the nation's largest networks of independent wealth management firms. As they entered a new stage of growth, they partnered with Sullivan for a new name, identity, and website that put life at the center of everything. At the heart of the organization is community, the interconnection between advisors and their clients, surfacing the role they play not just professionally, but personally.
Developing the digital experience meant more than connecting with site visitors, we were tasked with conceptualizing and defining the visual identity for the site and setting up the building blocks for scalability. Since the design would be handed off to a separate development partner, everything needed to be tight, well-documented, and easy to interpret without us in the room. As a UI designer on the project, I defined the visual language, system design, and handoff.
Osaic, formerly Advisor Group, is one of the nation's largest networks of independent wealth management firms. As they entered a new stage of growth, they partnered with Sullivan for a new name, identity, and website that put life at the center of everything. At the heart of the organization is community, the interconnection between advisors and their clients, surfacing the role they play not just professionally, but personally.
Developing the digital experience meant more than connecting with site visitors, we were tasked with conceptualizing and defining the visual identity for the site and setting up the building blocks for scalability. Since the design would be handed off to a separate development partner, everything needed to be tight, well-documented, and easy to interpret without us in the room. As a UI designer on the project, I defined the visual language, system design, and handoff.
Osaic, formerly Advisor Group, is one of the nation's largest networks of independent wealth management firms. As they entered a new stage of growth, they partnered with Sullivan for a new name, identity, and website that put life at the center of everything. At the heart of the organization is community, the interconnection between advisors and their clients, surfacing the role they play not just professionally, but personally.
Developing the digital experience meant more than connecting with site visitors, we were tasked with conceptualizing and defining the visual identity for the site and setting up the building blocks for scalability. Since the design would be handed off to a separate development partner, everything needed to be tight, well-documented, and easy to interpret without us in the room. As a UI designer on the project, I defined the visual language, system design, and handoff.
SKILLS
SKILLS
SKILLS
UI Design
UI Design
Design System
Design System
Motion & Interaction
Motion & Interaction
TOOLS
TOOLS
TOOLS
Figma
Figma
Concept
Concept
Concept
Inspired by the brand's focus on connection and community, UI details were crafted to bring a human feel to the site. Rounded edges and animation with a slight bounce paired with brand illustrations created an interface that feels approachable without compromising credibility.
Inspired by the brand's focus on connection and community, UI details were crafted to bring a human feel to the site. Rounded edges and animation with a slight bounce paired with brand illustrations created an interface that feels approachable without compromising credibility.
Inspired by the brand's focus on connection and community, UI details were crafted to bring a human feel to the site. Rounded edges and animation with a slight bounce paired with brand illustrations created an interface that feels approachable without compromising credibility.
Built to Scale
Built to Scale
Built to Scale
By creating a system as approachable as the brand itself, the design could be seamlessly handed off to external partners and built upon. This ensured visual consistency across every team that touched the project, regardless of who was working on it.
By creating a system as approachable as the brand itself, the design could be seamlessly handed off to external partners and built upon. This ensured visual consistency across every team that touched the project, regardless of who was working on it.
By creating a system as approachable as the brand itself, the design could be seamlessly handed off to external partners and built upon. This ensured visual consistency across every team that touched the project, regardless of who was working on it.



Insights
Insights
Insights
Great design fits the brand and satisfies the client, but this project reinforced that it's just as important to build relationships along the way. By embodying the Osaic brand, we created a design, and a partnership, both with the client, and the external partners, that put human connection above all else.
Great design fits the brand and satisfies the client, but this project reinforced that it's just as important to build relationships along the way. By embodying the Osaic brand, we created a design, and a partnership, both with the client, and the external partners, that put human connection above all else.
Great design fits the brand and satisfies the client, but this project reinforced that it's just as important to build relationships along the way. By embodying the Osaic brand, we created a design, and a partnership, both with the client, and the external partners, that put human connection above all else.
*website design has further developed and changed since file handoff