Improvements to be implemented:

• [ ] Investigate the timing of the KYC task. Evaluate labeling and accessibility
• [ ] Clarify labeling: Differentiate "Profile" vs "Portfolio".
• [ ] Add filters: Implement search by validation score
• [ ] Evaluate home pageConsider centralized dashboard
• [ ] PoolStudio NomenclatureEvaluate whether it generates confusion
• [ ] Distinctive iconographyConsider visual differentiation
• [ ] Maintain current navigation structure and navigation flow and details

Preparation of the study

• Tree
• Target tasks
• Tasks and questions

Core insights identified in the study

1. 95% average success rate on priority tasks

The core investor tasks (browse, view details, verify certificates, review portfolio) perform excellently, indicating that the main flow is well designed.

💡Recommendations:

• Maintain the current navigation structure