Financial Dashboard

PortfolioConnect

An Investment Business client manager with financial performance tracking and reporting.

Features

  • Navigation

  • Search

  • Financial Dashboard

  • Financial Reportingt

Design

  • Page Layout

  • Data Visualization

  • Information Design

  • User Flow

 
 
 

Charles Schwab

Investment Management

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

Presentation

 

Challenge

Create an easy way to search and find investor groups, and then provide the account information as well as performance metrics.

Solution

Revise the current product, so that it was easier to use and more valuable to know. Implementing the newest design standards as well as the most recent heuristics.

Wireframes

Design Iteration

Sometimes a product idea can start as a simple email or text file, but it has to transform into a journey, later transcend to a series of pages.

 

Deep Understanding

User Experience can often sound good in high level presentations. What does it look like in practice? Below is a snapshot of a designer might see. User flows and screens appear in such a way that an expert cannot just understand, but also improve.

 
 
 

Financial Reporting that Works

It is not enough for data to be adequately displayed on screen, but now it has to be carried to print. That is not as simple as changing text to black. If there are charts and graphs, the conversion must produce reports that are sensical

 

Designing a way to make sense

So much of financial decisions happen through collaboration, however, for this kind of communication to be productive there's a huge need for sensical financial reporting.

More than a Broker

Many investment firms have delegated responsibilities, and so a useful tool matches the perspectives of a specialist, rather than simply appealing to the broker.

Portable Intel

Content must be shared in a way that goes above and beyond data visualization.

Methodology

  • Design Iteration

  • Dev Reviews

Software

  • Sketch

  • Figma

  • Invision

Agile

  • Microsoft DevOps

  • Jira

  • Slack