Financial Dashboard

PortfolioConnect

An investment manager with financial performance tracking and reporting.

 

Features

  • Navigation

  • Financial Actions

 

Design

  • Data Visualization

  • Manage-by-Exception

  • Key Performance Indicators

 
 
 

Charles Schwab

Investment Management

A financial service company that offers banking and investing. It is one of the largest banks in the world.

Presentation

 

Challenge

Create a straightforward way to research performance and other aspects.

Solution

Building on the existing tool, simplify the presentation and consolidate the wayfinding.

Wireframes

Design Iteration

A product idea can start with an email or a discussion. It has to transform into a journey and later form into a series of wireframes.

 

A Complete Experience

Designs need to look good in high-level presentations while remaining compatible with constraints in feasibility. User flows and screens can show the scope as well as help an expert to understand and improve.

 
 

Teamwork

Excellent user experience solutions happen through collaboration. This kind of communication is productive when there is sensible domain awareness.

 

Synchronicity

Many investment firms have expanded their services. A valuable tool matches the focus of a firm while appealing to the customer.

 

Portable Value

Content can be shared in a way that goes beyond an office, by hand, paper, and even discussion.

Methodology

  • Design Iteration

  • Agile Backlog Grooming

 

Software

  • Sketch Design Systems

  • Figma

  • Invision Prototypes

 

Technology

  • Microsoft DevOps

  • Jira

  • Slack