Form and function should go hand in hand in planning software

A well-designed experience can significantly enhance user satisfaction

clock • 4 min read

Piers Lawson explores the importance of user experience in the context of financial planning software and says anyone who uses the package will benefit from great UX...

Back in the early 1990s, you knew where you were with your business software. Everything had the same battleship grey aesthetic, sure, but if you knew how to save a file in Excel, you knew how to save one in Word. And if you knew how to save one in a Windows application, you knew how to do it in any other software. It wasn't pleasing to look at, but it was consistent. In the late 90s, the rise of the web brought a more vibrant, chaotic approach. Designers used every trick in the book – multiple fonts, bright colours, flashing images – to make every part of the page stand out and grab you...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Nick Eatock: Is this the end of the annual review as we know it?

Nick Eatock: Is this the end of the annual review as we know it?

Value comes from continuity of service

Nick Eatock
clock 25 September 2026 • 3 min read
Advice firms slow new tech adoption

Advice firms slow new tech adoption

Deliberate strategic decision

Jenna Brown
clock 24 September 2026 • 2 min read
'Fool's gold' warning as more than half of consumers embrace AI for decision-making

'Fool's gold' warning as more than half of consumers embrace AI for decision-making

AI is increasingly shaping the future of financial services

Laura Miller
clock 17 September 2026 • 2 min read