Charles Schwab

Schwab Investment Manager

As a national investment platform, Schwab Investment Manager is a web tool that empowers investment companies by providing a range of critical tools.

Products

  • Investment Manager services, including Reinvest, Documents, and Download.

  • PortfolioConnect - creating performance dashboards as well as report generators.

Design

  • Design

  • Information Flow

  • User Flow

 

Wireframes

As a part of financial product design, there is a key effort in the iteration stage that involves showing high-fidelity designs to get quality feedback from the product owner.

 

Agile

As is often the case, development time is limited, so providing the correct details up front can be critical.

 

Iteration

As is often the case, if the user is considered trained, the tools have to be clear and efficient in a way that can be introduced to design in wireframes

Financial Dashboard

Features

  • Navigation

  • Search

  • Dashboard

  • Account Profile

Contribution

  • Wireframes

  • Mockups

  • Prototypes

Challenge

We needed an easier way to search and find investor groups, and then provide the necessary performance data.

Solution

Building off of an earlier product, we revised the navigation and presentation UI, so that users could quickly find and understand their intel,

Schwab Advisor Center: Reinvest

Design

  • Reinvest Controls

  • Information Design

  • Design Standards

Contribution

  • Wireframes

  • Mockups

Challenge

When stock increases in value, there is often a need for traders to decide on a macro-level rule for what the system should do. Whether to transfer new revenue to cashiering or to reinvest it to the same portfolio. How do this at a high-level is complex but necessary.

Solution

Create a familiar grid presentation, except sew in current status of Reinvestment as well as an intuitive manner to change.

Schwab Institutional

 

Design

  • Stock Alerts

  • Security Notices

  • Market News

  • Stock Research

Contribution

  • Mockups

  • Rapid Prototypes

Challenge

Investors with a need to be aware of changes to stock as well as notices, as well as a way to legally react.

Solution

Through a use of document handling UI, notices and alerts were able to be individually displayed as well as searched aggregately.

 

Next Level Investing

It is a new age of investing. Many brokers do not want to be burn time on portfolio maintenance. Schwab understands that and wants to fill out their web service so that it not only meets the needs of Schwab affiliate brokers, but also the larger broker market.

 
 

Financial UX that works.

 

Real Designs

Product owners are often the ones that know the product the best. That makes them invaluable resources for understanding the product.

Business Direction

More often then not a product is defined by what is feasible given the current product cycle. Therefore it's not enough to just design for the user, but to also remain aware of current limitations of feasibility.

 

Methodology

  • Product Iteration

  • Developer Review

Software

  • Sketch

  • InVision

  • Figma

  • Mural