Investor Desktop

The Investor Desktop provided clients with everything they need to manage their financial life. This includes:

• Personal Financial Organizer & Consolidator
• Account Look Up & Details
• Account Management Tools
• Printable Portfolio Reports & Statements
• Advisor Collaboration & Communication Tools
• Financial Document Storage
• Account Aggregation
• Goal Planning & Budgeting Tools

User Experience Tasks
Participated as the user interface designer for a new wealth management solution. This included designing the entire user expeirence for two releases of a client web application.

Responsible for the user analysis of the target audience by consulting with domain experts (financial planners, business analysts)

• Translated business requirements and use cases into high level user interface concepts.
• Prototyped the web application through the use of Dreamweaver
• Designed story boards, and information architecture using Visio
• Designed the final product’s look & feel using Photoshop
• Designed common GUI metaphors and patterns that could be re-used throughout the application.
• Documented screens within a functional/UI specification
• Mentored junior designer

Other Screens