Insights 2.0 is the core client reporting and analytics platform Revnth rebuilt for 360 ONE Wealth in 2025. The legacy version was built in 2018 for UHNI and family office clients and had drifted out of sync with how RMs actually worked — they were exporting to Excel every single day just to run morning reviews. The rebuild landed as one connected canvas: a morning dashboard, a single-client overview that replaced six legacy tabs, a performance layer with first-class benchmark comparison, cross-asset analytics, holdings with fund cards, portfolio health & IPS tracking, and a market outlook panel. Team: 2 designers, 4 engineers, 1 PM. Outcome: ~70% fewer clicks to run a daily client review, 11 legacy charts collapsed into 4 purposeful types, 6 tabs collapsed into 1 canvas. A teaser of the work is on the case study page — the full deck is shared under NDA on request.

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