Portfolio Management System
I collaborated with a prominent Fortune 500 investment advisory firm to revamp the way their financial advisors engage with clients in crafting investment portfolios. Our primary objective was to elevate the level of communication between advisors and clients by introducing a cutting-edge interface, resulting in a more seamless and engaging process.
The Team
Situation
This project entailed a comprehensive redesign of a critical tool utilized by financial advisors to evaluate client portfolio objectives and facilitate discussions regarding portfolio evolution. Recognizing the significance of this tool, the business team proactively initiated the design phase well in advance. This strategic decision enabled thorough testing of the familiar tool's functionality before proceeding to development, thereby guaranteeing a seamless and user-friendly experience.
Identifying Roadblocks
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Design Tasks
The Final Design
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