Project Info:

The goal of this project was to display data from our suite of web applications, in a native mobile experience, for advisors servicing their clients. Within the application, advisors can see Balances, Asset Classification, Activity, Performance, Balance History, CRM activity summaries, and more. They can also view trading history, send secure messages, create trades quickly, and submit feedback.

I collaborated closely with the UX lead to strategize the display of charts and data-heavy screens on a tight deadline.

Project Details:

• Team:Mobile
• Tools:Sketch, Axure, Principle, and Abstract
• Platform:iOS & Android