LATIN AMERICA
PAULLIER
FOUNDED IN 1904. RE-IMAGINED IN 2025.
PAULLIER IS AN URUGUAYAN FINANCIAL INSTITUTION WITH OVER 120 YEARS OF HISTORY, PROVIDING WEALTH MANAGEMENT AND INVESTMENT ADVISORY SERVICES TO HIGH-NET-WORTH CLIENTS.
WHAT THEY NEEDED NEXT WAS CLEAR:
A MODERN, INTUITIVE CLIENT PORTAL THAT ELEVATED THE DIGITAL EXPERIENCE WITHOUT COMPROMISING TRUST, SECURITY, OR OPERATIONAL STABILITY.
INDUSTRY
/FINTECH
SERVICES
/PRODUCT ENHANCEMENT /UX UI /FRONT-END
TIMELINE
/6 MONTHS
OUR ROLE —
PRODUCT & UX/UI MODERNIZATION
Rooftop led the modernization of Paullier's client portal, focusing on product enhancement, UX/UI redesign, front-end development, and API integration to a third-party back-end system.
We acted as a product partner — not just an execution team — helping Paullier make informed decisions around scope, priorities, and user impact.
While Paullier already had a live product, we worked closely with their team to prioritize improvements based on user impact, complexity, and long-term maintainability.
Our role combined product thinking and research, design leadership, and hands-on engineering — ensuring every decision balanced innovation with the responsibility required by a long-established financial institution.
THE CHALLENGE
Paullier's existing portal limited client autonomy, required significant manual intervention from internal teams, and no longer reflected the quality and high-professional standards of their advisory services.
The experience was outdated, difficult to navigate, and limited clients' ability to interact autonomously with their investments — creating friction for both users and internal teams.
At the same time, the product relied on a third-party backend system, requiring careful coordination and adding complexity to every technical decision for new features.
The challenge was clear: modernize the experience without introducing operational or reputational risk.
THE SOLUTION
We redesigned the client portal with a strong focus on clarity, usability, and confidence.
The new experience empowers clients to better understand and manage their investments, while preserving the rigor and reliability expected from a wealth management institution.
Working alongside Paullier and coordinating with an external back-end provider, we delivered a modern front-end architecture and a refined UX/UI system — improving both client satisfaction and internal efficiency.
A TEAM OF 6
ROOFTOP
INTERNAL TEAM
/PROJECT MANAGEMENT
/LEAD UX DESIGNER
/UI DESIGNER
/QA TESTER
GOGROW
PROVIDER
/LEAD DEVELOPER
/DEVELOPER
THE DELIVERABLES
UX research
User flows & Wireframes
New UI style & Design System
Modern front-end architecture
Secure integration with Brokerware (third-party backend)
Responsive mobile experience
QA in production
WHY THIS CASE MATTERS
This project demonstrates Rooftop's ability to work with established financial institutions where trust, responsibility, and reputation come first.
Paullier represents a different kind of fintech challenge — one where modernization must be careful, deliberate, and deeply aligned with existing operations.
It showcases our ability to:
Lead product enhancement initiatives
Navigate complex third-party dependencies
Deliver meaningful UX improvements in high-stakes environments
Paullier shows our ability to modernize mission-critical financial products — where brand, trust, and continuity matter as much as innovation.